-40.1%
WDC vs SOUN
-55.9%
+15.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -3.1% | -1.9% | -4.1% |
| 7D | +12.1% | -15.1% | +27.2% | +17.3% |
| 30D | -18.8% | -23.0% | +4.2% | -12.6% |
| 3M | -39.3% | -53.3% | +14.0% | -25.3% |
| 6M | -40.1% | -58.6% | +18.4% | -23.7% |
| All | -40.1% | -55.9% | +15.8% | -23.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling