-16.3%
SOUN vs WEC
+20.1%
-36.4%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.8% | -2.3% | -3.4% |
| 7D | -6.8% | -1.3% | -5.6% | -7.3% |
| 30D | -15.2% | -0.4% | -14.9% | -15.3% |
| 3M | -7.0% | -6.8% | -0.2% | -9.2% |
| 6M | -20.5% | -6.4% | -14.1% | -22.0% |
| YTD | -37.0% | +2.5% | -39.5% | -36.2% |
| 1Y | -55.3% | -0.4% | -54.9% | -55.0% |
| 3Y | +173.0% | +38.5% | +134.5% | +197.5% |
| All | -16.3% | +20.1% | -36.4% | -6.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling