+205.7%
WELL vs SOUN
+118.4%
+87.3%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.0% | -1.2% | -0.1% |
| 7D | +0.1% | -9.5% | +9.6% | +0.1% |
| 30D | +7.8% | -21.3% | +29.1% | +7.8% |
| 3M | +10.2% | -47.2% | +57.5% | +10.4% |
| 6M | +16.4% | -53.7% | +70.1% | +16.7% |
| YTD | +35.2% | -60.8% | +95.9% | +35.6% |
| 1Y | +30.5% | -70.9% | +101.4% | +31.2% |
| All | +205.7% | +118.4% | +87.3% | +191.9% |
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