-26.2%
WDAY vs SOUN
+181.7%
-208.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.4% | +1.2% | 0.0% |
| 7D | -7.4% | -4.4% | -3.0% | -7.1% |
| 30D | +1.0% | -13.1% | +14.1% | +2.0% |
| 3M | +32.7% | -7.7% | +40.4% | +33.0% |
| 6M | +25.6% | -21.2% | +46.8% | +27.1% |
| YTD | -13.4% | -35.0% | +21.6% | -11.5% |
| 1Y | -19.4% | -56.4% | +37.0% | -16.1% |
| All | -26.2% | +181.7% | -208.0% | -33.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SOUN.
Daily Out/Under-Performance
Portfolio return minus SOUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOUN 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 SOUN 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