+1,118.7%
WDC vs SOUN
-25.7%
+1,144.4%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.4% | +2.4% | +1.1% |
| 7D | +7.5% | -4.4% | +11.9% | +7.8% |
| 30D | +10.1% | -13.1% | +23.2% | +11.0% |
| 3M | -6.8% | -7.7% | +0.9% | -6.5% |
| 6M | +84.1% | -21.2% | +105.3% | +85.6% |
| YTD | +180.3% | -35.0% | +215.3% | +185.5% |
| 1Y | +411.1% | -56.4% | +467.4% | +431.7% |
| 3Y | +1,375.0% | +181.7% | +1,193.3% | +1,246.1% |
| All | +1,118.7% | -25.7% | +1,144.4% | +1,010.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling