-10.1%
SOUN vs WEC
+20.8%
-31.0%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.7% | +0.7% | -0.3% |
| 7D | -5.2% | -0.3% | -4.9% | -5.3% |
| 30D | +4.8% | -1.3% | +6.1% | +4.4% |
| 3M | -15.9% | -3.9% | -11.9% | -16.9% |
| 6M | -17.4% | -8.3% | -9.1% | -19.5% |
| YTD | -32.4% | +3.1% | -35.5% | -31.3% |
| 1Y | -49.3% | +1.9% | -51.2% | -48.5% |
| 3Y | +167.5% | +41.9% | +125.5% | +196.2% |
| All | -10.1% | +20.8% | -31.0% | +0.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling