-71.4%
SOUN vs HUM
+51.1%
-122.5%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.1% | +5.0% | +4.9% |
| 7D | -2.7% | +1.6% | -4.3% | -2.8% |
| 30D | -26.5% | +3.5% | -30.1% | -26.7% |
| 3M | -33.6% | +15.5% | -49.1% | -34.4% |
| 6M | -54.4% | +76.2% | -130.6% | -55.6% |
| YTD | -56.7% | +64.5% | -121.2% | -59.7% |
| 1Y | -71.4% | +50.0% | -121.5% | -73.1% |
| All | -71.4% | +51.1% | -122.5% | -73.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HUM.
Daily Out/Under-Performance
Portfolio return minus HUM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUM 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 HUM 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