+142.0%
NOK vs SOUN
-24.7%
+166.6%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -2.5% | +8.7% | +6.3% |
| 7D | +7.3% | -4.1% | +11.3% | +7.4% |
| 30D | +13.8% | -18.1% | +31.9% | +14.6% |
| 3M | -27.0% | -12.3% | -14.7% | -26.7% |
| 6M | +37.6% | -18.6% | +56.2% | +38.1% |
| YTD | +64.6% | -34.1% | +98.7% | +66.0% |
| 1Y | +132.0% | -57.0% | +189.1% | +136.6% |
| 3Y | +183.7% | +185.7% | -2.0% | +167.6% |
| All | +142.0% | -24.7% | +166.6% | +130.0% |
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