+96.5%
SOUN vs RVTY
+90.0%
+6.5%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.6% | +1.4% |
| 7D | -9.5% | -0.7% | -8.8% | -9.3% |
| 30D | -21.3% | +1.7% | -23.1% | -22.8% |
| 3M | -47.2% | +36.8% | -84.0% | -59.0% |
| 6M | -53.7% | +60.1% | -113.8% | -69.3% |
| YTD | -60.8% | +64.0% | -124.8% | -75.0% |
| 1Y | -70.9% | +68.2% | -139.1% | -82.0% |
| All | +96.5% | +90.0% | +6.5% | -9.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling