+113.2%
WDC vs SOUN
-73.4%
+186.6%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +4.9% | -11.6% | -8.0% |
| 7D | -18.3% | -2.7% | -15.6% | -17.7% |
| 30D | -26.7% | -26.5% | -0.1% | -20.7% |
| 3M | -40.9% | -33.6% | -7.3% | -35.7% |
| 6M | -26.8% | -54.4% | +27.6% | -13.1% |
| YTD | +88.2% | -56.7% | +144.8% | +133.3% |
| 1Y | +113.2% | -71.4% | +184.6% | +210.5% |
| All | +113.2% | -73.4% | +186.6% | +210.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SOUN.
Daily Out/Under-Performance
Portfolio return minus SOUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOUN 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 SOUN 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