+651.7%
HWM vs SOUN
-22.7%
+674.4%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | -2.1% | -5.2% | +3.1% | -1.9% |
| 30D | -11.0% | +4.8% | -15.8% | -11.3% |
| 3M | +4.0% | -15.9% | +19.9% | +4.5% |
| 6M | -0.2% | -17.4% | +17.2% | 0.0% |
| YTD | +26.7% | -32.4% | +59.0% | +27.7% |
| 1Y | +44.7% | -49.3% | +94.0% | +47.2% |
| 3Y | +426.1% | +167.5% | +258.6% | +393.0% |
| All | +651.7% | -22.7% | +674.4% | +596.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling