+174.0%
SOUN vs WM
+46.1%
+127.8%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.2% | +1.2% | -0.2% |
| 7D | -5.2% | -0.3% | -4.9% | -5.2% |
| 30D | +4.8% | -2.4% | +7.2% | +4.4% |
| 3M | -15.9% | +0.4% | -16.3% | -16.0% |
| 6M | -17.4% | -9.5% | -7.9% | -17.2% |
| YTD | -32.4% | +0.5% | -32.9% | -32.3% |
| 1Y | -49.3% | -1.1% | -48.2% | -48.8% |
| All | +174.0% | +46.1% | +127.8% | +179.5% |
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