+29.2%
NEE vs SOUN
-24.7%
+53.8%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.5% | +3.0% | +0.5% |
| 7D | +1.1% | -4.1% | +5.2% | +1.1% |
| 30D | -0.2% | -18.1% | +17.9% | -0.1% |
| 3M | +0.5% | -12.3% | +12.8% | +0.6% |
| 6M | -6.5% | -18.6% | +12.1% | -6.5% |
| YTD | +6.7% | -34.1% | +40.8% | +6.9% |
| 1Y | +23.6% | -57.0% | +80.6% | +24.2% |
| 3Y | +37.1% | +185.7% | -148.5% | +34.5% |
| All | +29.2% | -24.7% | +53.8% | +27.5% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling