+137.3%
NU vs SOUN
-28.2%
+165.5%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.3% | -2.3% | -2.6% |
| 7D | -4.9% | -7.1% | +2.2% | -4.3% |
| 30D | +7.8% | -15.4% | +23.2% | +9.4% |
| 3M | +20.9% | -10.6% | +31.5% | +21.7% |
| 6M | +0.9% | -19.6% | +20.5% | +1.9% |
| YTD | -12.7% | -37.2% | +24.5% | -10.2% |
| 1Y | -6.4% | -57.1% | +50.7% | -1.2% |
| 3Y | +98.1% | +178.2% | -80.1% | +61.5% |
| All | +137.3% | -28.2% | +165.5% | +87.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling