-53.5%
SOUN vs WWD
+201.2%
-254.7%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.6% | -2.4% | -2.8% |
| 7D | -15.1% | +4.0% | -19.0% | -16.6% |
| 30D | -23.0% | +0.4% | -23.4% | -23.5% |
| 3M | -53.3% | -7.9% | -45.4% | -51.8% |
| 6M | -58.6% | -10.6% | -47.9% | -57.1% |
| YTD | -65.0% | +9.4% | -74.4% | -67.8% |
| 1Y | -71.4% | +25.7% | -97.2% | -75.8% |
| 3Y | +75.4% | +148.5% | -73.2% | +9.5% |
| All | -53.5% | +201.2% | -254.7% | -68.4% |
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