-42.4%
SOUN vs SW
+30.5%
-72.9%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +4.1% | +0.8% | +4.1% |
| 7D | -2.7% | +12.1% | -14.8% | -4.7% |
| 30D | -26.5% | +6.6% | -33.1% | -27.4% |
| 3M | -33.6% | -6.0% | -27.6% | -33.0% |
| 6M | -54.4% | +21.5% | -75.9% | -56.0% |
| YTD | -56.7% | +20.3% | -77.0% | -58.4% |
| 1Y | -71.4% | +28.1% | -99.6% | -72.8% |
| 3Y | +134.8% | +51.6% | +83.2% | +143.6% |
| All | -42.4% | +30.5% | -72.9% | -32.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SW.
Daily Out/Under-Performance
Portfolio return minus SW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SW 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 SW 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