-13.6%
SOUN vs WAB
+214.3%
-227.9%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.4% | 0.0% | 0.0% |
| 7D | -4.4% | +0.2% | -4.7% | -4.7% |
| 30D | -13.1% | -4.6% | -8.6% | -9.3% |
| 3M | -7.7% | +5.6% | -13.3% | -14.7% |
| 6M | -21.2% | +13.8% | -35.0% | -34.6% |
| YTD | -35.0% | +31.9% | -66.9% | -54.7% |
| 1Y | -56.4% | +48.3% | -104.6% | -73.4% |
| 3Y | +181.7% | +167.1% | +14.6% | +9.3% |
| All | -13.6% | +214.3% | -227.9% | -64.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling