-10.1%
SOUN vs ROIV
+831.5%
-841.6%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.5% | -1.5% | -0.8% |
| 7D | -5.2% | +0.6% | -5.8% | -5.5% |
| 30D | +4.8% | +1.0% | +3.9% | +4.3% |
| 3M | -15.9% | +18.3% | -34.1% | -23.0% |
| 6M | -17.4% | +18.3% | -35.7% | -25.2% |
| YTD | -32.4% | +61.0% | -93.4% | -48.1% |
| 1Y | -49.3% | +177.9% | -227.2% | -70.8% |
| 3Y | +167.5% | +199.1% | -31.6% | +42.9% |
| All | -10.1% | +831.5% | -841.6% | -79.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling