-52.0%
SOUN vs RVTY
+9.5%
-61.5%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -0.8% | -7.2% | -7.5% |
| 7D | -15.5% | +4.1% | -19.6% | -17.3% |
| 30D | -26.2% | +1.3% | -27.5% | -27.0% |
| 3M | -51.4% | +33.3% | -84.6% | -59.0% |
| 6M | -55.3% | +58.3% | -113.6% | -66.6% |
| YTD | -63.9% | +62.7% | -126.6% | -73.7% |
| 1Y | -72.8% | +67.2% | -140.0% | -80.6% |
| 3Y | +101.1% | +87.3% | +13.8% | +44.9% |
| All | -52.0% | +9.5% | -61.5% | -61.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 10y: compounded portfolio wealth divided by compounded RVTY 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…
10y analysis · Full analysis span regression · 6 months rolling