-45.2%
SOUN vs OVV
+35.2%
-80.4%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.6% | -2.9% | -3.3% |
| 7D | -2.6% | -16.7% | +14.1% | +3.6% |
| 30D | -27.0% | -1.5% | -25.5% | -27.2% |
| 3M | -41.9% | +1.6% | -43.5% | -43.1% |
| 6M | -56.1% | +2.0% | -58.2% | -57.5% |
| YTD | -58.8% | +56.8% | -115.6% | -67.5% |
| 1Y | -71.1% | +64.8% | -136.0% | -77.8% |
| 3Y | +130.9% | +38.3% | +92.6% | +84.5% |
| All | -45.2% | +35.2% | -80.4% | -58.7% |
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