-10.1%
SOUN vs OVV
+44.0%
-54.1%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.7% | +1.7% | +0.6% |
| 7D | -5.2% | +0.3% | -5.5% | -5.3% |
| 30D | +4.8% | +11.7% | -6.9% | +0.2% |
| 3M | -15.9% | +9.8% | -25.7% | -19.7% |
| 6M | -17.4% | +26.6% | -44.0% | -27.2% |
| YTD | -32.4% | +67.0% | -99.4% | -47.4% |
| 1Y | -49.3% | +55.9% | -105.2% | -59.7% |
| 3Y | +167.5% | +45.5% | +122.0% | +111.4% |
| All | -10.1% | +44.0% | -54.1% | -33.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling