+1,030.0%
WDC vs SOUN
-28.2%
+1,058.3%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.3% | -2.7% | -3.0% |
| 7D | -4.3% | -7.1% | +2.8% | -3.8% |
| 30D | -1.5% | -15.4% | +13.9% | -0.5% |
| 3M | -15.5% | -10.6% | -4.9% | -15.1% |
| 6M | +66.5% | -19.6% | +86.1% | +67.6% |
| YTD | +159.9% | -37.2% | +197.1% | +165.4% |
| 1Y | +366.0% | -57.1% | +423.0% | +385.5% |
| 3Y | +1,285.8% | +178.2% | +1,107.6% | +1,166.6% |
| All | +1,030.0% | -28.2% | +1,058.3% | +931.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling