-13.6%
SOUN vs WY
-36.2%
+22.6%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -0.9% | -1.1% |
| 7D | -4.4% | -1.7% | -2.7% | -3.5% |
| 30D | -13.1% | -9.9% | -3.3% | -8.1% |
| 3M | -7.7% | -7.5% | -0.2% | -4.7% |
| 6M | -21.2% | -5.1% | -16.0% | -20.5% |
| YTD | -35.0% | -2.1% | -32.9% | -36.2% |
| 1Y | -56.4% | -7.3% | -49.0% | -55.7% |
| 3Y | +181.7% | -22.6% | +204.4% | +217.8% |
| All | -13.6% | -36.2% | +22.6% | +35.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling