-16.5%
SOUN vs HALO
+152.5%
-169.1%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.4% |
| 7D | -7.1% | -2.7% | -4.4% | -6.0% |
| 30D | -15.4% | +5.3% | -20.7% | -17.4% |
| 3M | -10.6% | +51.6% | -62.1% | -25.3% |
| 6M | -19.6% | +61.3% | -80.9% | -35.0% |
| YTD | -37.2% | +59.3% | -96.5% | -49.2% |
| 1Y | -57.1% | +38.3% | -95.3% | -63.3% |
| 3Y | +178.2% | +185.9% | -7.6% | +46.6% |
| All | -16.5% | +152.5% | -169.1% | -66.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HALO.
Daily Out/Under-Performance
Portfolio return minus HALO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HALO 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 HALO 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