-71.4%
SOUN vs ELV
+42.6%
-114.1%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ELV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +4.9% | -0.1% | +4.9% |
| 7D | -2.7% | +4.8% | -7.5% | -2.7% |
| 30D | -26.5% | +10.1% | -36.6% | -26.5% |
| 3M | -33.6% | +15.4% | -49.0% | -33.5% |
| 6M | -54.4% | +17.7% | -72.1% | -53.9% |
| YTD | -56.7% | +25.7% | -82.3% | -56.5% |
| 1Y | -71.4% | +39.9% | -111.3% | -71.1% |
| All | -71.4% | +42.6% | -114.1% | -71.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ELV.
Daily Out/Under-Performance
Portfolio return minus ELV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ELV 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 ELV 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