+32.9%
WMB vs SOUN
-47.0%
+79.9%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | +0.6% | -5.2% | +5.8% | +0.5% |
| 30D | +3.3% | +4.8% | -1.6% | +3.3% |
| 3M | +3.1% | -15.9% | +19.0% | +3.1% |
| 6M | -0.7% | -17.4% | +16.7% | -0.7% |
| YTD | +25.2% | -32.4% | +57.6% | +26.0% |
| 1Y | +32.9% | -49.3% | +82.1% | +40.4% |
| All | +32.9% | -47.0% | +79.9% | +40.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling