+22.9%
NVDL vs SOUN
-23.5%
+46.4%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -3.1% | -1.6% | -3.3% |
| 7D | -8.7% | -6.8% | -1.9% | -5.7% |
| 30D | -1.3% | -15.2% | +13.9% | +6.3% |
| 3M | +11.4% | -7.0% | +18.3% | +14.8% |
| 6M | +22.9% | -20.5% | +43.4% | +35.1% |
| All | +22.9% | -23.5% | +46.4% | +35.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling