-0.1%
NOW vs SOUN
-58.7%
+58.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -7.9% | +5.9% | -1.5% |
| 7D | -1.7% | -15.5% | +13.8% | -0.5% |
| 30D | -27.4% | -26.2% | -1.1% | -25.8% |
| 3M | -19.4% | -51.4% | +31.9% | -15.4% |
| 6M | +13.1% | -55.3% | +68.4% | +19.3% |
| YTD | -34.3% | -63.9% | +29.6% | -30.1% |
| 1Y | -41.8% | -72.8% | +31.1% | -37.1% |
| 3Y | -20.7% | +101.1% | -121.8% | -25.4% |
| All | -0.1% | -58.7% | +58.6% | -6.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling