+143.5%
NU vs SOUN
-25.7%
+169.2%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.4% | -0.8% | -2.0% |
| 7D | -2.6% | -4.4% | +1.8% | -2.2% |
| 30D | +8.2% | -13.1% | +21.4% | +9.5% |
| 3M | +26.3% | -7.7% | +34.0% | +26.7% |
| 6M | +2.2% | -21.2% | +23.4% | +3.5% |
| YTD | -10.4% | -35.0% | +24.6% | -8.1% |
| 1Y | -3.0% | -56.4% | +53.4% | +2.3% |
| 3Y | +120.3% | +181.7% | -61.5% | +79.3% |
| All | +143.5% | -25.7% | +169.2% | +91.5% |
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