-71.4%
SOUN vs WCN
+16.1%
-87.5%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +2.8% | +2.1% | +5.2% |
| 7D | -2.7% | +6.7% | -9.4% | -1.9% |
| 30D | -26.5% | +24.3% | -50.8% | -24.5% |
| 3M | -33.6% | +16.1% | -49.7% | -32.6% |
| 6M | -54.4% | +19.9% | -74.3% | -53.4% |
| YTD | -56.7% | +10.1% | -66.8% | -55.6% |
| 1Y | -71.4% | +14.4% | -85.9% | -70.6% |
| All | -71.4% | +16.1% | -87.5% | -70.6% |
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