-57.0%
SOUN vs OVV
+57.1%
-114.2%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.0% | -1.5% | -2.6% |
| 7D | -4.1% | -3.7% | -0.4% | -4.4% |
| 30D | -18.1% | +8.0% | -26.1% | -17.4% |
| 3M | -12.3% | +11.3% | -23.6% | -11.3% |
| 6M | -18.6% | +24.0% | -42.6% | -20.8% |
| YTD | -34.1% | +65.3% | -99.4% | -39.7% |
| 1Y | -57.0% | +60.2% | -117.2% | -61.1% |
| All | -57.0% | +57.1% | -114.2% | -61.1% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 OVV 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