-57.1%
SOUN vs GWW
+29.1%
-86.1%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.0% | -0.5% |
| 7D | -7.1% | -3.4% | -3.8% | -6.3% |
| 30D | -15.4% | -1.9% | -13.5% | -15.0% |
| 3M | -10.6% | -2.4% | -8.2% | -10.5% |
| 6M | -19.6% | +15.7% | -35.4% | -27.5% |
| YTD | -37.2% | +27.6% | -64.8% | -46.1% |
| 1Y | -57.1% | +27.2% | -84.3% | -62.7% |
| All | -57.1% | +29.1% | -86.1% | -62.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW 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 GWW 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