+1,101.8%
NBIS vs SOUN
+16.5%
+1,085.2%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.4% | -0.1% | -0.9% |
| 7D | +17.8% | -4.4% | +22.2% | +19.7% |
| 30D | +30.5% | -13.1% | +43.7% | +37.2% |
| 3M | +9.2% | -7.7% | +16.9% | +11.2% |
| 6M | +153.2% | -21.2% | +174.3% | +168.5% |
| YTD | +187.1% | -35.0% | +222.1% | +226.2% |
| 1Y | +151.1% | -56.4% | +207.5% | +224.9% |
| All | +1,101.8% | +16.5% | +1,085.2% | +727.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling