-49.3%
SOUN vs WST
+37.6%
-86.9%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.8% | +0.3% |
| 7D | -5.2% | +0.7% | -5.9% | -5.4% |
| 30D | +4.8% | -3.1% | +8.0% | +6.0% |
| 3M | -15.9% | +7.2% | -23.1% | -18.4% |
| 6M | -17.4% | +36.8% | -54.2% | -29.4% |
| YTD | -32.4% | +23.8% | -56.2% | -41.4% |
| 1Y | -49.3% | +37.8% | -87.1% | -57.1% |
| All | -49.3% | +37.6% | -86.9% | -57.1% |
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