+152.9%
NOK vs SOUN
-28.2%
+181.1%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | -0.3% | +5.1% | +4.8% |
| 7D | +11.0% | -7.1% | +18.1% | +11.3% |
| 30D | +7.8% | -15.4% | +23.3% | +8.5% |
| 3M | -21.0% | -10.6% | -10.4% | -20.8% |
| 6M | +40.9% | -19.6% | +60.5% | +41.5% |
| YTD | +72.0% | -37.2% | +109.2% | +73.8% |
| 1Y | +140.9% | -57.1% | +198.0% | +145.8% |
| 3Y | +194.3% | +178.2% | +16.0% | +177.9% |
| All | +152.9% | -28.2% | +181.1% | +140.8% |
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 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