+151.4%
WMB vs SOUN
-28.0%
+179.4%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.1% | 0.0% | -3.0% |
| 7D | -1.7% | -6.8% | +5.2% | -1.5% |
| 30D | +0.7% | -15.2% | +16.0% | +1.0% |
| 3M | +1.5% | -7.0% | +8.5% | +1.5% |
| 6M | +0.1% | -20.5% | +20.6% | +0.2% |
| YTD | +22.9% | -37.0% | +59.9% | +23.7% |
| 1Y | +27.9% | -55.3% | +83.2% | +29.5% |
| 3Y | +139.1% | +173.0% | -33.9% | +129.5% |
| All | +151.4% | -28.0% | +179.4% | +143.0% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling