-71.4%
SOUN vs WAT
+32.9%
-104.4%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.7% | +3.2% | +4.3% |
| 7D | -2.7% | -1.9% | -0.8% | -2.1% |
| 30D | -26.5% | +6.2% | -32.8% | -27.9% |
| 3M | -33.6% | +18.1% | -51.7% | -37.0% |
| 6M | -54.4% | +54.9% | -109.3% | -60.2% |
| YTD | -56.7% | +23.1% | -79.8% | -59.8% |
| 1Y | -71.4% | +27.3% | -98.7% | -74.3% |
| All | -71.4% | +32.9% | -104.4% | -74.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 WAT 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