-16.5%
SOUN vs RVMD
+876.4%
-892.9%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.4% |
| 7D | -7.1% | -3.0% | -4.1% | -6.2% |
| 30D | -15.4% | -0.7% | -14.7% | -15.4% |
| 3M | -10.6% | +36.5% | -47.1% | -19.6% |
| 6M | -19.6% | +104.6% | -124.2% | -38.6% |
| YTD | -37.2% | +155.8% | -193.0% | -56.7% |
| 1Y | -57.1% | +340.7% | -397.7% | -76.1% |
| 3Y | +178.2% | +519.9% | -341.7% | +26.6% |
| All | -16.5% | +876.4% | -892.9% | -74.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RVMD.
Daily Out/Under-Performance
Portfolio return minus RVMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVMD 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 RVMD 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