+281.0%
NFLX vs SOUN
-28.0%
+308.9%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.1% | +3.1% | +0.1% |
| 7D | -8.1% | -6.8% | -1.2% | -7.7% |
| 30D | +1.6% | -15.2% | +16.9% | +2.6% |
| 3M | -7.3% | -7.0% | -0.3% | -7.2% |
| 6M | -21.6% | -20.5% | -1.1% | -21.1% |
| YTD | -18.9% | -37.0% | +18.1% | -17.6% |
| 1Y | -39.1% | -55.3% | +16.2% | -37.1% |
| 3Y | +71.7% | +173.0% | -101.4% | +49.0% |
| All | +281.0% | -28.0% | +308.9% | +224.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling