+179.1%
SOUN vs WCN
+18.2%
+160.9%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.1% | -2.0% | -2.9% |
| 7D | -6.8% | -4.4% | -2.4% | -6.2% |
| 30D | -15.2% | -4.4% | -10.8% | -14.7% |
| 3M | -7.0% | +0.5% | -7.4% | -7.7% |
| 6M | -20.5% | -3.3% | -17.2% | -20.2% |
| YTD | -37.0% | -8.5% | -28.5% | -35.5% |
| 1Y | -55.3% | -8.9% | -46.4% | -54.2% |
| All | +179.1% | +18.2% | +160.9% | +122.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling