-16.3%
SOUN vs WCN
+17.2%
-33.5%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.1% | -2.0% | -3.0% |
| 7D | -6.8% | -4.4% | -2.4% | -6.4% |
| 30D | -15.2% | -4.4% | -10.8% | -14.9% |
| 3M | -7.0% | +0.5% | -7.4% | -7.5% |
| 6M | -20.5% | -3.3% | -17.2% | -20.4% |
| YTD | -37.0% | -8.5% | -28.5% | -36.2% |
| 1Y | -55.3% | -8.9% | -46.4% | -54.7% |
| 3Y | +173.0% | +18.0% | +155.0% | +160.8% |
| All | -16.3% | +17.2% | -33.5% | -21.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling