-16.3%
SOUN vs WU
-47.2%
+31.0%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.7% | -2.4% | -2.7% |
| 7D | -6.8% | -5.0% | -1.9% | -4.2% |
| 30D | -15.2% | -2.3% | -13.0% | -14.3% |
| 3M | -7.0% | -3.2% | -3.7% | -8.8% |
| 6M | -20.5% | -25.0% | +4.5% | -8.3% |
| YTD | -37.0% | -21.7% | -15.4% | -29.8% |
| 1Y | -55.3% | -9.0% | -46.3% | -56.2% |
| 3Y | +173.0% | -28.9% | +201.9% | +211.7% |
| All | -16.3% | -47.2% | +31.0% | +61.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 5y: compounded portfolio wealth divided by compounded WU 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…
5y analysis · Full analysis span regression · 6 months rolling