-71.4%
SOUN vs WAB
+46.5%
-118.0%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.1% | +3.8% | +4.5% |
| 7D | -2.7% | +4.5% | -7.2% | -3.9% |
| 30D | -26.5% | +1.1% | -27.6% | -26.7% |
| 3M | -33.6% | -1.3% | -32.4% | -33.4% |
| 6M | -54.4% | +12.7% | -67.1% | -56.8% |
| YTD | -56.7% | +38.7% | -95.3% | -69.7% |
| 1Y | -71.4% | +44.9% | -116.4% | -81.5% |
| All | -71.4% | +46.5% | -118.0% | -81.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 WAB 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