+179.1%
SOUN vs DOV
+35.8%
+143.3%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.1% | -1.0% | -0.4% |
| 7D | -6.8% | -1.9% | -4.9% | -4.6% |
| 30D | -15.2% | -9.9% | -5.4% | -3.6% |
| 3M | -7.0% | -12.1% | +5.2% | +7.8% |
| 6M | -20.5% | -10.4% | -10.1% | -13.0% |
| YTD | -37.0% | -3.3% | -33.7% | -39.3% |
| 1Y | -55.3% | +7.8% | -63.1% | -64.5% |
| All | +179.1% | +35.8% | +143.3% | +44.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling