-52.0%
SOUN vs WM
+57.0%
-109.0%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +1.6% | -9.5% | -7.7% |
| 7D | -15.5% | +1.2% | -16.7% | -15.3% |
| 30D | -26.2% | +15.2% | -41.5% | -24.4% |
| 3M | -51.4% | +8.3% | -59.7% | -50.6% |
| 6M | -55.3% | +13.1% | -68.5% | -54.3% |
| YTD | -63.9% | +12.5% | -76.4% | -63.1% |
| 1Y | -72.8% | +21.8% | -94.6% | -72.0% |
| 3Y | +101.1% | +48.8% | +52.3% | +114.6% |
| All | -52.0% | +57.0% | -109.0% | -46.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling