-71.4%
SOUN vs WEC
+9.7%
-81.1%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +2.3% | +2.5% | +6.6% |
| 7D | -2.7% | +6.9% | -9.6% | +2.5% |
| 30D | -26.5% | +16.6% | -43.1% | -16.7% |
| 3M | -33.6% | +9.1% | -42.7% | -28.7% |
| 6M | -54.4% | +3.2% | -57.6% | -52.7% |
| YTD | -56.7% | +14.9% | -71.6% | -51.2% |
| 1Y | -71.4% | +9.2% | -80.6% | -67.3% |
| All | -71.4% | +9.7% | -81.1% | -67.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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