-16.5%
SOUN vs WY
-37.7%
+21.2%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.6% | -0.5% |
| 7D | -7.1% | -4.2% | -3.0% | -4.9% |
| 30D | -15.4% | -10.1% | -5.3% | -10.4% |
| 3M | -10.6% | -8.5% | -2.1% | -7.2% |
| 6M | -19.6% | -3.3% | -16.3% | -20.0% |
| YTD | -37.2% | -4.4% | -32.8% | -37.6% |
| 1Y | -57.1% | -11.5% | -45.6% | -55.2% |
| 3Y | +178.2% | -24.3% | +202.5% | +217.7% |
| All | -16.5% | -37.7% | +21.2% | +32.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling