+179.1%
SOUN vs OTIS
-13.8%
+192.9%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.0% | -1.1% | -1.5% |
| 7D | -6.8% | -5.0% | -1.8% | -3.0% |
| 30D | -15.2% | -6.5% | -8.8% | -10.7% |
| 3M | -7.0% | -2.0% | -5.0% | -6.4% |
| 6M | -20.5% | -20.2% | -0.3% | -4.6% |
| YTD | -37.0% | -21.0% | -16.0% | -24.6% |
| 1Y | -55.3% | -20.9% | -34.4% | -46.8% |
| All | +179.1% | -13.8% | +192.9% | +111.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling