-8.2%
NVO vs SOUN
-73.4%
+65.2%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +4.9% | +0.1% | +4.2% |
| 7D | +10.2% | -2.7% | +12.9% | +10.6% |
| 30D | +12.4% | -26.5% | +38.9% | +17.4% |
| 3M | -3.5% | -33.6% | +30.1% | +2.0% |
| 6M | -3.8% | -54.4% | +50.6% | +9.0% |
| YTD | -13.0% | -56.7% | +43.7% | -3.7% |
| 1Y | -8.2% | -71.4% | +63.2% | +0.8% |
| All | -8.2% | -73.4% | +65.2% | +0.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling