+149.0%
WMB vs SOUN
+177.2%
-28.2%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -2.5% | +4.8% | +2.4% |
| 7D | +0.8% | -4.1% | +4.9% | +0.9% |
| 30D | +7.7% | -18.1% | +25.8% | +8.4% |
| 3M | +6.7% | -12.3% | +19.0% | +7.0% |
| 6M | +3.6% | -18.6% | +22.2% | +3.8% |
| YTD | +28.0% | -34.1% | +62.1% | +29.2% |
| 1Y | +37.6% | -57.0% | +94.6% | +41.1% |
| 3Y | +149.0% | +185.7% | -36.6% | +121.3% |
| All | +149.0% | +177.2% | -28.2% | +121.3% |
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