+19.5%
WMB vs SOUN
-73.1%
+92.6%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.1% | +2.6% | -0.6% |
| 7D | +7.8% | -15.1% | +22.9% | +7.1% |
| 30D | -5.1% | -23.0% | +17.9% | -6.1% |
| 3M | -4.7% | -53.3% | +48.6% | -7.3% |
| 6M | -7.4% | -58.6% | +51.1% | -9.9% |
| YTD | +17.5% | -65.0% | +82.5% | +15.4% |
| 1Y | +19.5% | -71.4% | +90.9% | +21.6% |
| All | +19.5% | -73.1% | +92.6% | +21.6% |
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