-57.0%
SOUN vs ROIV
+221.6%
-278.6%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +18.8% | -21.3% | -10.0% |
| 7D | -4.1% | +20.2% | -24.2% | -12.0% |
| 30D | -18.1% | +14.1% | -32.2% | -23.1% |
| 3M | -12.3% | +45.6% | -57.9% | -26.8% |
| 6M | -18.6% | +44.1% | -62.7% | -32.6% |
| YTD | -34.1% | +91.2% | -125.3% | -54.4% |
| 1Y | -57.0% | +221.3% | -278.3% | -70.7% |
| All | -57.0% | +221.6% | -278.6% | -70.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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