-16.3%
SOUN vs WCC
+183.3%
-199.6%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.2% | +0.2% | -1.1% |
| 7D | -6.8% | +1.7% | -8.5% | -7.9% |
| 30D | -15.2% | -6.1% | -9.2% | -12.3% |
| 3M | -7.0% | +3.1% | -10.0% | -10.0% |
| 6M | -20.5% | +28.2% | -48.7% | -35.0% |
| YTD | -37.0% | +41.1% | -78.1% | -51.8% |
| 1Y | -55.3% | +61.3% | -116.6% | -68.9% |
| 3Y | +173.0% | +123.6% | +49.4% | +46.6% |
| All | -16.3% | +183.3% | -199.6% | -57.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling