-39.8%
NOW vs SOUN
-73.1%
+33.3%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.1% | +4.6% | +2.5% |
| 7D | +0.3% | -15.1% | +15.4% | +5.4% |
| 30D | -27.0% | -23.0% | -4.0% | -20.8% |
| 3M | -19.6% | -53.3% | +33.7% | +1.3% |
| 6M | +17.5% | -58.6% | +76.0% | +53.9% |
| YTD | -33.3% | -65.0% | +31.7% | -12.7% |
| 1Y | -39.8% | -71.4% | +31.6% | -16.4% |
| All | -39.8% | -73.1% | +33.3% | -16.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling