-71.4%
SOUN vs WAB
+42.5%
-114.0%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.8% | -2.2% | -2.9% |
| 7D | -15.1% | +5.1% | -20.2% | -16.0% |
| 30D | -23.0% | +4.0% | -27.0% | -23.6% |
| 3M | -53.3% | +0.1% | -53.4% | -53.3% |
| 6M | -58.6% | +12.8% | -71.3% | -60.0% |
| YTD | -65.0% | +40.1% | -105.1% | -73.7% |
| 1Y | -71.4% | +46.4% | -117.8% | -79.3% |
| All | -71.4% | +42.5% | -114.0% | -79.3% |
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