+204.5%
WELL vs SOUN
+177.2%
+27.3%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.5% | +3.0% | +0.5% |
| 7D | -1.3% | -4.1% | +2.8% | -1.3% |
| 30D | +0.5% | -18.1% | +18.6% | +0.6% |
| 3M | +19.1% | -12.3% | +31.4% | +19.2% |
| 6M | +17.0% | -18.6% | +35.6% | +17.0% |
| YTD | +29.2% | -34.1% | +63.3% | +29.5% |
| 1Y | +42.1% | -57.0% | +99.2% | +43.1% |
| 3Y | +204.5% | +185.7% | +18.9% | +181.9% |
| All | +204.5% | +177.2% | +27.3% | +181.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling