-49.3%
SOUN vs WY
-5.4%
-43.9%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | +0.1% | 0.0% |
| 7D | -5.2% | -2.6% | -2.6% | -5.2% |
| 30D | +4.8% | -10.9% | +15.7% | +4.6% |
| 3M | -15.9% | -6.0% | -9.9% | -15.8% |
| 6M | -17.4% | -5.6% | -11.8% | -17.8% |
| YTD | -32.4% | -1.1% | -31.3% | -34.0% |
| 1Y | -49.3% | -7.5% | -41.8% | -44.2% |
| All | -49.3% | -5.4% | -43.9% | -44.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 1y: compounded portfolio wealth divided by compounded WY 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…
1y analysis · Full analysis span regression · 6 months rolling