-12.4%
SOUN vs OVV
+42.5%
-54.9%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.0% | -1.5% | -2.1% |
| 7D | -4.1% | -3.7% | -0.4% | -2.7% |
| 30D | -18.1% | +8.0% | -26.1% | -20.7% |
| 3M | -12.3% | +11.3% | -23.6% | -16.9% |
| 6M | -18.6% | +24.0% | -42.6% | -27.6% |
| YTD | -34.1% | +65.3% | -99.4% | -48.5% |
| 1Y | -57.0% | +60.2% | -117.2% | -66.3% |
| 3Y | +185.7% | +46.9% | +138.7% | +125.3% |
| All | -12.4% | +42.5% | -54.9% | -34.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling