-71.4%
SOUN vs WPM
+38.8%
-110.2%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +12.0% | -7.1% | -0.6% |
| 7D | -2.7% | +3.9% | -6.6% | -4.6% |
| 30D | -26.5% | -3.5% | -23.0% | -25.5% |
| 3M | -33.6% | +14.1% | -47.7% | -38.6% |
| 6M | -54.4% | +6.2% | -60.6% | -57.2% |
| YTD | -56.7% | +12.4% | -69.1% | -61.5% |
| 1Y | -71.4% | +40.0% | -111.4% | -78.5% |
| All | -71.4% | +38.8% | -110.2% | -78.5% |
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