-49.3%
SOUN vs WPM
+53.7%
-103.0%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.1% | +1.1% | +0.5% |
| 7D | -5.2% | +1.1% | -6.3% | -5.8% |
| 30D | +4.8% | +26.4% | -21.5% | -6.5% |
| 3M | -15.9% | +20.8% | -36.7% | -23.9% |
| 6M | -17.4% | +1.1% | -18.5% | -20.7% |
| YTD | -32.4% | +32.5% | -64.9% | -42.5% |
| 1Y | -49.3% | +51.5% | -100.8% | -56.4% |
| All | -49.3% | +53.7% | -103.0% | -56.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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