+1,008.4%
NVDA vs SOUN
-28.0%
+1,036.4%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.1% | +0.8% | -2.0% |
| 7D | -4.3% | -6.8% | +2.5% | -3.7% |
| 30D | +0.5% | -15.2% | +15.8% | +1.9% |
| 3M | +9.1% | -7.0% | +16.0% | +9.5% |
| 6M | +18.5% | -20.5% | +39.0% | +19.9% |
| YTD | +17.4% | -37.0% | +54.4% | +20.6% |
| 1Y | +23.4% | -55.3% | +78.7% | +29.7% |
| 3Y | +380.6% | +173.0% | +207.5% | +326.6% |
| All | +1,008.4% | -28.0% | +1,036.4% | +867.1% |
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