+179.9%
NET vs SOUN
-50.5%
+230.3%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +4.9% | -7.4% | -3.1% |
| 7D | -16.4% | -2.7% | -13.7% | -16.1% |
| 30D | -25.8% | -26.5% | +0.7% | -23.3% |
| 3M | -11.5% | -33.6% | +22.1% | -7.6% |
| 6M | +18.9% | -54.4% | +73.3% | +29.5% |
| YTD | +35.2% | -56.7% | +91.9% | +46.8% |
| 1Y | +14.5% | -71.4% | +85.9% | +29.3% |
| 3Y | +313.8% | +134.8% | +179.0% | +248.1% |
| All | +179.9% | -50.5% | +230.3% | +132.3% |
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