+185.7%
SOUN vs HAS
+45.6%
+140.1%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.4% | -0.1% | -1.4% |
| 7D | -4.1% | -3.1% | -1.0% | -2.6% |
| 30D | -18.1% | -2.7% | -15.4% | -17.1% |
| 3M | -12.3% | +8.9% | -21.2% | -16.2% |
| 6M | -18.6% | -2.9% | -15.7% | -18.0% |
| YTD | -34.1% | +12.6% | -46.7% | -39.1% |
| 1Y | -57.0% | +17.5% | -74.5% | -61.2% |
| 3Y | +185.7% | +46.2% | +139.4% | +118.9% |
| All | +185.7% | +45.6% | +140.1% | +118.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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