-71.4%
SOUN vs HIG
+12.7%
-84.2%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +2.4% | +2.5% | +6.2% |
| 7D | -2.7% | +6.2% | -8.9% | +0.8% |
| 30D | -26.5% | +9.4% | -36.0% | -22.3% |
| 3M | -33.6% | -2.3% | -31.3% | -34.3% |
| 6M | -54.4% | +4.2% | -58.5% | -52.5% |
| YTD | -56.7% | +1.6% | -58.2% | -56.2% |
| 1Y | -71.4% | +9.9% | -81.3% | -70.5% |
| All | -71.4% | +12.7% | -84.2% | -70.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 1y: compounded portfolio wealth divided by compounded HIG 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…
1y analysis · Full analysis span regression · 6 months rolling