-12.4%
SOUN vs WPM
+258.8%
-271.2%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.1% | -2.6% | -2.5% |
| 7D | -4.1% | +7.0% | -11.1% | -5.4% |
| 30D | -18.1% | +15.7% | -33.8% | -20.6% |
| 3M | -12.3% | +35.2% | -47.5% | -17.4% |
| 6M | -18.6% | +6.1% | -24.7% | -20.9% |
| YTD | -34.1% | +32.6% | -66.7% | -37.0% |
| 1Y | -57.0% | +46.9% | -103.9% | -59.1% |
| 3Y | +185.7% | +276.3% | -90.6% | +174.8% |
| All | -12.4% | +258.8% | -271.2% | +11.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling