+179.1%
SOUN vs WY
-25.0%
+204.1%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.7% | -0.4% | -1.5% |
| 7D | -6.8% | -3.7% | -3.1% | -4.8% |
| 30D | -15.2% | -11.3% | -3.9% | -9.2% |
| 3M | -7.0% | -8.1% | +1.2% | -3.6% |
| 6M | -20.5% | -7.4% | -13.1% | -18.8% |
| YTD | -37.0% | -4.7% | -32.3% | -37.7% |
| 1Y | -55.3% | -9.2% | -46.1% | -54.1% |
| All | +179.1% | -25.0% | +204.1% | +206.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling