-14.1%
WDAY vs SOUN
-28.0%
+13.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.1% | +2.6% | -0.4% |
| 7D | -10.5% | -6.8% | -3.7% | -10.3% |
| 30D | +2.1% | -15.2% | +17.4% | +2.9% |
| 3M | +34.6% | -7.0% | +41.6% | +34.8% |
| 6M | +29.9% | -20.5% | +50.4% | +30.8% |
| YTD | -13.8% | -37.0% | +23.2% | -12.5% |
| 1Y | -18.3% | -55.3% | +37.0% | -16.2% |
| 3Y | -26.2% | +173.0% | -199.2% | -30.4% |
| All | -14.1% | -28.0% | +13.9% | -20.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling