+130.9%
SOUN vs HAS
+181.4%
-50.5%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.5% | -3.0% | -3.3% |
| 7D | -2.6% | -0.2% | -2.5% | -2.5% |
| 30D | -27.0% | +31.0% | -58.0% | -35.6% |
| 3M | -41.9% | +30.7% | -72.6% | -48.8% |
| 6M | -56.1% | +23.9% | -80.0% | -60.6% |
| YTD | -58.8% | +48.3% | -107.1% | -66.4% |
| 1Y | -71.1% | +60.2% | -131.3% | -77.5% |
| 3Y | +130.9% | +189.2% | -58.3% | +29.3% |
| All | +130.9% | +181.4% | -50.5% | +29.3% |
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