+39.0%
DVN vs SOUN
-73.4%
+112.4%
-22.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | +4.9% | -12.2% | -6.9% |
| 7D | -13.9% | -2.7% | -11.2% | -14.1% |
| 30D | -8.0% | -26.5% | +18.5% | -10.1% |
| 3M | +0.8% | -33.6% | +34.4% | -2.3% |
| 6M | -12.8% | -54.4% | +41.6% | -16.6% |
| YTD | +22.7% | -56.7% | +79.4% | +20.1% |
| 1Y | +39.0% | -71.4% | +110.4% | +38.2% |
| All | +39.0% | -73.4% | +112.4% | +38.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling