-57.1%
SOUN vs WCC
+66.3%
-123.4%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.6% | -3.9% | -2.0% |
| 7D | -7.1% | +1.4% | -8.5% | -7.8% |
| 30D | -15.4% | -2.3% | -13.1% | -14.8% |
| 3M | -10.6% | +3.7% | -14.2% | -13.4% |
| 6M | -19.6% | +34.8% | -54.4% | -35.5% |
| YTD | -37.2% | +46.1% | -83.4% | -52.1% |
| 1Y | -57.1% | +62.7% | -119.8% | -68.6% |
| All | -57.1% | +66.3% | -123.4% | -68.6% |
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