-16.5%
SOUN vs FWONK
+52.5%
-69.0%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.4% |
| 7D | -7.1% | +0.1% | -7.2% | -7.2% |
| 30D | -15.4% | -7.7% | -7.7% | -11.1% |
| 3M | -10.6% | +5.7% | -16.3% | -13.8% |
| 6M | -19.6% | +13.5% | -33.1% | -25.5% |
| YTD | -37.2% | -3.0% | -34.2% | -36.6% |
| 1Y | -57.1% | -6.4% | -50.7% | -55.7% |
| 3Y | +178.2% | +43.8% | +134.4% | +120.5% |
| All | -16.5% | +52.5% | -69.0% | -34.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FWONK.
Daily Out/Under-Performance
Portfolio return minus FWONK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FWONK 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 FWONK 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