-49.3%
SOUN vs WCN
-8.7%
-40.5%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.2% | +1.2% | -0.4% |
| 7D | -5.2% | -0.6% | -4.6% | -5.4% |
| 30D | +4.8% | +0.4% | +4.4% | +4.9% |
| 3M | -15.9% | +7.3% | -23.2% | -14.3% |
| 6M | -17.4% | -2.5% | -14.9% | -15.9% |
| YTD | -32.4% | -5.4% | -27.0% | -34.4% |
| 1Y | -49.3% | -8.5% | -40.8% | -49.3% |
| All | -49.3% | -8.7% | -40.5% | -49.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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