-13.6%
SOUN vs WEC
+21.1%
-34.7%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.8% | -0.5% | -1.7% |
| 7D | -4.4% | +0.4% | -4.8% | -4.3% |
| 30D | -13.1% | +0.9% | -14.0% | -12.7% |
| 3M | -7.7% | -5.3% | -2.4% | -9.4% |
| 6M | -21.2% | -6.6% | -14.6% | -22.6% |
| YTD | -35.0% | +3.3% | -38.3% | -33.9% |
| 1Y | -56.4% | +2.1% | -58.4% | -55.7% |
| 3Y | +181.7% | +39.6% | +142.2% | +207.9% |
| All | -13.6% | +21.1% | -34.7% | -3.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling