+21.3%
NOK vs SOUN
-73.4%
+94.7%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +4.9% | -7.4% | -3.3% |
| 7D | -10.4% | -2.7% | -7.7% | -10.0% |
| 30D | -19.0% | -26.5% | +7.5% | -15.4% |
| 3M | -16.7% | -33.6% | +16.9% | -12.3% |
| 6M | -37.1% | -54.4% | +17.2% | -32.0% |
| YTD | +27.7% | -56.7% | +84.3% | +35.1% |
| 1Y | +21.3% | -71.4% | +92.7% | +33.8% |
| All | +21.3% | -73.4% | +94.7% | +33.8% |
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