-13.6%
SOUN vs RVTY
-13.7%
+0.1%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.5% | +1.2% | 0.0% |
| 7D | -4.4% | -5.4% | +1.0% | -1.4% |
| 30D | -13.1% | +6.7% | -19.9% | -16.4% |
| 3M | -7.7% | +19.0% | -26.7% | -17.7% |
| 6M | -21.2% | +34.6% | -55.8% | -35.5% |
| YTD | -35.0% | +28.3% | -63.3% | -45.4% |
| 1Y | -56.4% | +46.0% | -102.4% | -66.1% |
| 3Y | +181.7% | +16.9% | +164.9% | +142.8% |
| All | -13.6% | -13.7% | +0.1% | -20.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling