+177.3%
WELL vs SOUN
-28.0%
+205.3%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.1% | +3.0% | -0.1% |
| 7D | -2.2% | -6.8% | +4.6% | -2.2% |
| 30D | +4.7% | -15.2% | +19.9% | +4.8% |
| 3M | +11.9% | -7.0% | +18.9% | +12.0% |
| 6M | +14.3% | -20.5% | +34.8% | +14.3% |
| YTD | +28.4% | -37.0% | +65.4% | +28.6% |
| 1Y | +42.3% | -55.3% | +97.6% | +43.0% |
| 3Y | +202.6% | +173.0% | +29.5% | +193.4% |
| All | +177.3% | -28.0% | +205.3% | +167.9% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling