-71.4%
SOUN vs WST
+47.3%
-118.7%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.4% | +4.4% | +4.7% |
| 7D | -2.7% | +1.3% | -4.0% | -3.1% |
| 30D | -26.5% | +8.5% | -35.0% | -28.6% |
| 3M | -33.6% | +17.2% | -50.9% | -37.4% |
| 6M | -54.4% | +36.3% | -90.6% | -60.0% |
| YTD | -56.7% | +48.9% | -105.6% | -66.5% |
| 1Y | -71.4% | +42.9% | -114.4% | -77.2% |
| All | -71.4% | +47.3% | -118.7% | -77.2% |
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