-49.3%
SOUN vs WTW
+3.0%
-52.3%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.1% | +2.1% | +0.2% |
| 7D | -5.2% | -2.6% | -2.6% | -4.9% |
| 30D | +4.8% | -1.0% | +5.8% | +4.9% |
| 3M | -15.9% | +29.9% | -45.8% | -17.4% |
| 6M | -17.4% | +10.7% | -28.1% | -17.3% |
| YTD | -32.4% | +2.6% | -35.0% | -31.1% |
| 1Y | -49.3% | +2.8% | -52.0% | -47.8% |
| All | -49.3% | +3.0% | -52.3% | -47.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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