+1,022.8%
NBIS vs SOUN
+12.6%
+1,010.2%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.2% | -1.4% |
| 7D | -0.8% | -7.1% | +6.3% | +1.9% |
| 30D | -13.4% | -15.4% | +2.0% | -8.0% |
| 3M | +1.0% | -10.6% | +11.6% | +4.1% |
| 6M | +100.5% | -19.6% | +120.1% | +111.6% |
| YTD | +168.3% | -37.2% | +205.5% | +208.8% |
| 1Y | +151.8% | -57.1% | +208.8% | +228.6% |
| All | +1,022.8% | +12.6% | +1,010.2% | +683.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SOUN.
Daily Out/Under-Performance
Portfolio return minus SOUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOUN 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 SOUN 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