+180.8%
NOK vs SOUN
+173.0%
+7.7%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.1% | +1.8% | -1.1% |
| 7D | +8.7% | -6.8% | +15.5% | +9.2% |
| 30D | +12.5% | -15.2% | +27.7% | +13.6% |
| 3M | -20.7% | -7.0% | -13.8% | -20.5% |
| 6M | +36.2% | -20.5% | +56.7% | +37.1% |
| YTD | +64.1% | -37.0% | +101.2% | +66.9% |
| 1Y | +132.4% | -55.3% | +187.7% | +139.6% |
| All | +180.8% | +173.0% | +7.7% | +140.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling