-49.3%
SOUN vs WSM
+19.9%
-69.2%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.1% | -2.1% | -1.1% |
| 7D | -5.2% | -3.3% | -1.9% | -3.6% |
| 30D | +4.8% | -8.4% | +13.2% | +9.8% |
| 3M | -15.9% | +9.7% | -25.5% | -20.6% |
| 6M | -17.4% | +16.7% | -34.1% | -25.6% |
| YTD | -32.4% | +28.7% | -61.1% | -42.1% |
| 1Y | -49.3% | +13.7% | -62.9% | -53.4% |
| All | -49.3% | +19.9% | -69.2% | -53.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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