-10.1%
SOUN vs HAS
+22.4%
-32.5%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.3% |
| 7D | -5.2% | -1.8% | -3.4% | -4.3% |
| 30D | +4.8% | +2.3% | +2.6% | +3.6% |
| 3M | -15.9% | +10.4% | -26.2% | -20.4% |
| 6M | -17.4% | -3.2% | -14.2% | -16.7% |
| YTD | -32.4% | +15.4% | -47.8% | -38.5% |
| 1Y | -49.3% | +18.8% | -68.1% | -54.6% |
| 3Y | +167.5% | +43.9% | +123.5% | +111.5% |
| All | -10.1% | +22.4% | -32.5% | +25.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling