-55.3%
SOUN vs W
+84.1%
-139.4%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -2.6% | -5.4% | -7.2% |
| 7D | -15.5% | -1.7% | -13.8% | -15.1% |
| 30D | -26.2% | +3.2% | -29.5% | -26.9% |
| 3M | -51.4% | +8.3% | -59.6% | -52.5% |
| 6M | -55.3% | +84.3% | -139.6% | -61.4% |
| All | -55.3% | +84.1% | -139.4% | -61.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling