+116.4%
WMB vs SOUN
+122.4%
-6.0%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -4.4% | +6.0% | +1.7% |
| 7D | -6.9% | -6.1% | -0.8% | -6.7% |
| 30D | -7.2% | -28.2% | +21.0% | -6.2% |
| 3M | -5.4% | -48.1% | +42.7% | -3.5% |
| 6M | -4.9% | -56.4% | +51.5% | -2.5% |
| YTD | +14.7% | -61.2% | +75.9% | +17.6% |
| 1Y | +14.7% | -73.1% | +87.9% | +19.5% |
| 3Y | +116.4% | +116.2% | +0.2% | +94.8% |
| All | +116.4% | +122.4% | -6.0% | +94.8% |
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