+72.7%
NEM vs SOUN
-47.0%
+119.7%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | 0.0% | -1.8% | -1.8% |
| 7D | +0.3% | -5.2% | +5.5% | +1.4% |
| 30D | +23.1% | +4.8% | +18.3% | +21.4% |
| 3M | +18.5% | -15.9% | +34.3% | +21.5% |
| 6M | +7.8% | -17.4% | +25.2% | +9.5% |
| YTD | +29.1% | -32.4% | +61.5% | +34.5% |
| 1Y | +72.7% | -49.3% | +121.9% | +98.9% |
| All | +72.7% | -47.0% | +119.7% | +98.9% |
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