-49.3%
SOUN vs WCC
+61.8%
-111.1%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.9% | -3.9% | -1.8% |
| 7D | -5.2% | +4.5% | -9.7% | -7.2% |
| 30D | +4.8% | -5.8% | +10.6% | +7.3% |
| 3M | -15.9% | -3.7% | -12.2% | -15.5% |
| 6M | -17.4% | +23.1% | -40.5% | -30.0% |
| YTD | -32.4% | +44.2% | -76.6% | -48.0% |
| 1Y | -49.3% | +62.1% | -111.4% | -62.7% |
| All | -49.3% | +61.8% | -111.1% | -62.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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