-71.4%
SOUN vs W
+21.5%
-92.9%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +11.0% | -6.1% | +1.2% |
| 7D | -2.7% | +8.4% | -11.1% | -5.4% |
| 30D | -26.5% | +16.5% | -43.0% | -30.2% |
| 3M | -33.6% | +6.4% | -40.1% | -35.4% |
| 6M | -54.4% | +90.5% | -144.9% | -64.7% |
| YTD | -56.7% | +23.1% | -79.7% | -62.1% |
| 1Y | -71.4% | +24.3% | -95.7% | -75.0% |
| All | -71.4% | +21.5% | -92.9% | -75.0% |
Cumulative growth
Daily Returns
Daily percentage return beside W.
Daily Out/Under-Performance
Portfolio return minus W return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × W 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 W 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