-57.1%
SOUN vs WCN
-9.1%
-47.9%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.3% |
| 7D | -7.1% | -3.1% | -4.0% | -8.2% |
| 30D | -15.4% | -3.4% | -12.0% | -16.4% |
| 3M | -10.6% | +3.0% | -13.5% | -10.1% |
| 6M | -19.6% | -3.8% | -15.9% | -19.1% |
| YTD | -37.2% | -8.3% | -28.9% | -39.8% |
| 1Y | -57.1% | -9.7% | -47.3% | -56.5% |
| All | -57.1% | -9.1% | -47.9% | -56.5% |
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