+122.4%
WFC vs SOUN
-25.7%
+148.1%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.4% | +3.3% | +2.0% |
| 7D | +0.4% | -4.4% | +4.9% | +0.7% |
| 30D | +2.5% | -13.1% | +15.6% | +3.1% |
| 3M | +10.0% | -7.7% | +17.7% | +10.1% |
| 6M | +15.1% | -21.2% | +36.2% | +15.6% |
| YTD | -2.2% | -35.0% | +32.8% | -0.9% |
| 1Y | +13.5% | -56.4% | +69.8% | +16.9% |
| 3Y | +135.2% | +181.7% | -46.5% | +111.5% |
| All | +122.4% | -25.7% | +148.1% | +96.1% |
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