+292.2%
NFLX vs SOUN
-22.7%
+314.9%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | 0.0% | -5.3% | -5.3% |
| 7D | -4.2% | -5.2% | +1.0% | -4.0% |
| 30D | +5.5% | +4.8% | +0.6% | +5.0% |
| 3M | -4.1% | -15.9% | +11.8% | -3.4% |
| 6M | -20.7% | -17.4% | -3.3% | -20.4% |
| YTD | -16.5% | -32.4% | +15.9% | -15.5% |
| 1Y | -37.8% | -49.3% | +11.5% | -36.3% |
| 3Y | +77.9% | +167.5% | -89.6% | +54.6% |
| All | +292.2% | -22.7% | +314.9% | +232.5% |
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 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