+188.0%
SOUN vs WAB
+164.8%
+23.2%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.4% | 0.0% | +0.1% |
| 7D | -4.4% | +0.2% | -4.7% | -4.7% |
| 30D | -13.1% | -4.6% | -8.6% | -9.0% |
| 3M | -7.7% | +5.6% | -13.3% | -15.5% |
| 6M | -21.2% | +13.8% | -35.0% | -36.6% |
| YTD | -35.0% | +31.9% | -66.9% | -57.7% |
| 1Y | -56.4% | +48.3% | -104.6% | -76.0% |
| All | +188.0% | +164.8% | +23.2% | -4.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling