-13.6%
SOUN vs W
+30.1%
-43.7%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.2% | -1.5% | -1.4% |
| 7D | -4.4% | +5.9% | -10.3% | -6.6% |
| 30D | -13.1% | -3.0% | -10.1% | -12.3% |
| 3M | -7.7% | +40.3% | -48.0% | -22.2% |
| 6M | -21.2% | +32.2% | -53.4% | -32.6% |
| YTD | -35.0% | -0.3% | -34.7% | -38.4% |
| 1Y | -56.4% | +16.2% | -72.5% | -62.4% |
| 3Y | +181.7% | +40.7% | +141.0% | +100.9% |
| All | -13.6% | +30.1% | -43.7% | -32.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling