-56.4%
SOUN vs WST
+33.7%
-90.1%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.2% | -1.1% | -1.3% |
| 7D | -4.4% | -1.7% | -2.8% | -3.9% |
| 30D | -13.1% | -4.3% | -8.8% | -11.9% |
| 3M | -7.7% | +0.7% | -8.4% | -8.3% |
| 6M | -21.2% | +36.0% | -57.2% | -32.0% |
| YTD | -35.0% | +22.7% | -57.8% | -43.4% |
| 1Y | -56.4% | +34.1% | -90.5% | -62.1% |
| All | -56.4% | +33.7% | -90.1% | -62.1% |
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