-10.1%
SOUN vs WWD
+216.2%
-226.3%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.1% | -0.5% |
| 7D | -5.2% | +1.3% | -6.5% | -5.8% |
| 30D | +4.8% | -7.2% | +12.0% | +8.4% |
| 3M | -15.9% | -3.8% | -12.0% | -15.2% |
| 6M | -17.4% | -9.9% | -7.5% | -14.7% |
| YTD | -32.4% | +14.8% | -47.2% | -38.9% |
| 1Y | -49.3% | +42.1% | -91.4% | -59.5% |
| 3Y | +167.5% | +170.8% | -3.3% | +62.2% |
| All | -10.1% | +216.2% | -226.3% | -40.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling