+177.5%
WELL vs SOUN
-25.7%
+203.2%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.4% | +0.8% | -0.6% |
| 7D | -1.1% | -4.4% | +3.3% | -1.1% |
| 30D | +0.7% | -13.1% | +13.9% | +0.8% |
| 3M | +14.5% | -7.7% | +22.2% | +14.5% |
| 6M | +14.4% | -21.2% | +35.6% | +14.5% |
| YTD | +28.5% | -35.0% | +63.5% | +28.7% |
| 1Y | +41.8% | -56.4% | +98.1% | +42.5% |
| 3Y | +202.8% | +181.7% | +21.1% | +193.6% |
| All | +177.5% | -25.7% | +203.2% | +168.1% |
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