-71.9%
SOUN vs WM
+20.0%
-91.8%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.1% | -1.6% | -1.4% |
| 7D | -1.0% | -0.5% | -0.5% | -1.2% |
| 30D | -24.9% | +13.3% | -38.2% | -19.8% |
| 3M | -49.5% | +4.4% | -53.9% | -48.4% |
| 6M | -54.4% | +10.8% | -65.2% | -52.0% |
| YTD | -59.4% | +9.1% | -68.4% | -57.5% |
| All | -71.9% | +20.0% | -91.8% | -68.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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