+535.5%
HWM vs SOUN
-55.6%
+591.1%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -4.4% | +5.7% | +1.5% |
| 7D | -1.8% | -6.1% | +4.3% | -1.5% |
| 30D | -2.7% | -28.2% | +25.5% | -1.5% |
| 3M | -22.7% | -48.1% | +25.4% | -20.8% |
| 6M | -18.9% | -56.4% | +37.5% | -16.6% |
| YTD | +7.1% | -61.2% | +68.3% | +10.2% |
| 1Y | +4.7% | -73.1% | +77.8% | +9.1% |
| 3Y | +345.6% | +116.2% | +229.4% | +323.3% |
| All | +535.5% | -55.6% | +591.1% | +500.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling