+1.2%
NOW vs SOUN
-52.9%
+54.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.5% | +3.1% | -0.1% |
| 7D | -3.0% | -2.6% | -0.4% | -2.8% |
| 30D | -26.0% | -27.0% | +1.0% | -24.4% |
| 3M | -13.1% | -41.9% | +28.8% | -9.9% |
| 6M | +14.5% | -56.1% | +70.6% | +20.8% |
| YTD | -33.4% | -58.8% | +25.3% | -29.8% |
| 1Y | -40.6% | -71.1% | +30.5% | -36.2% |
| 3Y | -16.3% | +130.9% | -147.2% | -22.0% |
| All | +1.2% | -52.9% | +54.0% | -5.9% |
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