+46.0%
DVN vs SOUN
-55.4%
+101.5%
-22.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.4% |
| 7D | +4.5% | -7.1% | +11.6% | +4.1% |
| 30D | +12.0% | -15.4% | +27.4% | +11.0% |
| 3M | +13.4% | -10.6% | +24.0% | +13.0% |
| 6M | +12.1% | -19.6% | +31.7% | +12.3% |
| YTD | +38.8% | -37.2% | +76.0% | +39.7% |
| 1Y | +46.0% | -57.1% | +103.1% | +54.4% |
| All | +46.0% | -55.4% | +101.5% | +54.4% |
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