+130.9%
SOUN vs WM
+47.1%
+83.8%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.1% | -1.4% | -3.9% |
| 7D | -2.6% | +1.2% | -3.8% | -2.4% |
| 30D | -27.0% | +13.1% | -40.1% | -25.3% |
| 3M | -41.9% | +3.6% | -45.6% | -41.5% |
| 6M | -56.1% | +8.1% | -64.2% | -55.4% |
| YTD | -58.8% | +8.9% | -67.7% | -58.1% |
| 1Y | -71.1% | +20.3% | -91.4% | -70.6% |
| 3Y | +130.9% | +46.2% | +84.7% | +142.5% |
| All | +130.9% | +47.1% | +83.8% | +142.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling