-53.5%
SOUN vs WU
-46.5%
-6.9%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.4% | -4.4% | -3.8% |
| 7D | -15.1% | -2.0% | -13.1% | -14.2% |
| 30D | -23.0% | +11.4% | -34.4% | -27.7% |
| 3M | -53.3% | -6.8% | -46.5% | -51.7% |
| 6M | -58.6% | -14.6% | -43.9% | -56.1% |
| YTD | -65.0% | -20.6% | -44.4% | -61.5% |
| 1Y | -71.4% | -15.4% | -56.1% | -70.0% |
| 3Y | +75.4% | -23.6% | +99.0% | +91.7% |
| All | -53.5% | -46.5% | -6.9% | -11.5% |
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