+18.7%
NEE vs SOUN
-55.4%
+74.2%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.2% | -0.2% |
| 7D | -1.3% | -7.1% | +5.8% | -1.5% |
| 30D | -3.3% | -15.4% | +12.1% | -3.6% |
| 3M | -2.3% | -10.6% | +8.3% | -2.3% |
| 6M | -8.9% | -19.6% | +10.8% | -9.1% |
| YTD | +4.8% | -37.2% | +42.0% | +5.0% |
| 1Y | +18.7% | -57.1% | +75.8% | +25.2% |
| All | +18.7% | -55.4% | +74.2% | +25.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling