-13.6%
SOUN vs HUM
-6.0%
-7.6%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.8% | -0.6% | -1.2% |
| 7D | -4.4% | -0.2% | -4.2% | -4.4% |
| 30D | -13.1% | +3.7% | -16.8% | -13.8% |
| 3M | -7.7% | +10.4% | -18.1% | -9.4% |
| 6M | -21.2% | +125.7% | -146.9% | -33.3% |
| YTD | -35.0% | +57.3% | -92.3% | -41.3% |
| 1Y | -56.4% | +48.6% | -105.0% | -60.5% |
| 3Y | +181.7% | -11.3% | +193.1% | +191.8% |
| All | -13.6% | -6.0% | -7.6% | -14.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling