+649.9%
NVDL vs SOUN
+172.2%
+477.7%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | -0.1% |
| 7D | -10.3% | -7.1% | -3.2% | -8.7% |
| 30D | -7.1% | -15.4% | +8.3% | -3.2% |
| 3M | +6.6% | -10.6% | +17.2% | +9.3% |
| 6M | +21.1% | -19.6% | +40.7% | +26.2% |
| YTD | +15.2% | -37.2% | +52.4% | +26.0% |
| 1Y | +18.8% | -57.1% | +75.9% | +39.6% |
| 3Y | +649.9% | +178.2% | +471.7% | +549.6% |
| All | +649.9% | +172.2% | +477.7% | +549.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling