-16.5%
SOUN vs DOV
+44.0%
-60.5%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -1.3% |
| 7D | -7.1% | -2.0% | -5.1% | -5.2% |
| 30D | -15.4% | -8.9% | -6.5% | -6.8% |
| 3M | -10.6% | -13.3% | +2.7% | +2.9% |
| 6M | -19.6% | -9.7% | -10.0% | -13.3% |
| YTD | -37.2% | -2.5% | -34.8% | -38.5% |
| 1Y | -57.1% | +7.2% | -64.3% | -62.9% |
| 3Y | +178.2% | +39.4% | +138.8% | +103.8% |
| All | -16.5% | +44.0% | -60.5% | -11.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DOV.
Daily Out/Under-Performance
Portfolio return minus DOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOV 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 10y: compounded portfolio wealth divided by compounded DOV 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…
10y analysis · Full analysis span regression · 6 months rolling