-16.3%
SOUN vs WING
+13.6%
-29.9%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.1% | -3.0% | -3.1% |
| 7D | -6.8% | +0.2% | -7.0% | -6.9% |
| 30D | -15.2% | -0.5% | -14.8% | -15.5% |
| 3M | -7.0% | -23.9% | +16.9% | -1.5% |
| 6M | -20.5% | -48.9% | +28.4% | -6.2% |
| YTD | -37.0% | -53.3% | +16.3% | -24.1% |
| 1Y | -55.3% | -60.3% | +5.0% | -44.1% |
| 3Y | +173.0% | -30.1% | +203.1% | +183.2% |
| All | -16.3% | +13.6% | -29.9% | -37.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 WING 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