+31.1%
SOLS vs WST
+24.6%
+6.5%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.2% | -1.7% | -2.0% |
| 7D | +3.7% | -1.7% | +5.4% | +3.8% |
| 30D | +5.0% | -4.3% | +9.3% | +5.3% |
| 3M | -21.1% | +0.7% | -21.8% | -20.9% |
| 6M | -14.2% | +36.0% | -50.2% | -17.4% |
| YTD | +30.6% | +22.7% | +7.9% | +26.4% |
| All | +31.1% | +24.6% | +6.5% | +26.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 1y: compounded portfolio wealth divided by compounded WST 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…
1y analysis · Full analysis span regression · 6 months rolling