+389.9%
HWM vs SOUN
+177.2%
+212.7%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.7% | -2.5% | -8.2% | -10.6% |
| 7D | -9.2% | -4.1% | -5.1% | -8.9% |
| 30D | -17.9% | -18.1% | +0.2% | -17.0% |
| 3M | -6.0% | -12.3% | +6.2% | -5.6% |
| 6M | -7.4% | -18.6% | +11.2% | -6.9% |
| YTD | +13.1% | -34.1% | +47.2% | +14.7% |
| 1Y | +29.3% | -57.0% | +86.3% | +33.7% |
| 3Y | +389.9% | +185.7% | +204.3% | +339.1% |
| All | +389.9% | +177.2% | +212.7% | +339.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SOUN.
Daily Out/Under-Performance
Portfolio return minus SOUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOUN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded SOUN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling