+1.9%
NOW vs SOUN
-53.6%
+55.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.5% | +2.2% | +0.9% |
| 7D | -3.1% | -1.0% | -2.1% | -3.0% |
| 30D | -27.0% | -24.9% | -2.2% | -25.6% |
| 3M | -17.7% | -49.5% | +31.8% | -13.8% |
| 6M | +12.7% | -54.4% | +67.1% | +18.7% |
| YTD | -32.9% | -59.4% | +26.5% | -29.2% |
| 1Y | -40.4% | -71.4% | +31.0% | -35.9% |
| 3Y | -17.1% | +134.1% | -151.2% | -22.7% |
| All | +1.9% | -53.6% | +55.5% | -5.0% |
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 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