-71.4%
SOUN vs OTIS
-9.8%
-61.7%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +3.9% | +1.0% | +4.6% |
| 7D | -2.7% | +9.5% | -12.2% | -3.1% |
| 30D | -26.5% | +21.1% | -47.6% | -27.6% |
| 3M | -33.6% | +9.0% | -42.6% | -33.5% |
| 6M | -54.4% | +6.4% | -60.8% | -53.5% |
| YTD | -56.7% | -7.1% | -49.6% | -55.4% |
| 1Y | -71.4% | -10.1% | -61.3% | -70.7% |
| All | -71.4% | -9.8% | -61.7% | -70.7% |
Cumulative growth
Daily Returns
Daily percentage return beside OTIS.
Daily Out/Under-Performance
Portfolio return minus OTIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OTIS 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 OTIS 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