-16.3%
SOUN vs WWD
+203.9%
-220.1%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.5% | -1.6% | -2.4% |
| 7D | -6.8% | -2.9% | -4.0% | -5.5% |
| 30D | -15.2% | -6.6% | -8.7% | -12.5% |
| 3M | -7.0% | -9.3% | +2.4% | -3.3% |
| 6M | -20.5% | -13.6% | -6.9% | -16.2% |
| YTD | -37.0% | +10.4% | -47.4% | -42.0% |
| 1Y | -55.3% | +39.9% | -95.2% | -64.0% |
| 3Y | +173.0% | +165.0% | +8.0% | +68.1% |
| All | -16.3% | +203.9% | -220.1% | -43.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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