-52.9%
NVO vs SOUN
+172.2%
-225.1%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.3% | -1.8% | -2.1% |
| 7D | -7.6% | -7.1% | -0.5% | -7.2% |
| 30D | -6.0% | -15.4% | +9.4% | -5.2% |
| 3M | -0.8% | -10.6% | +9.8% | -0.5% |
| 6M | +16.5% | -19.6% | +36.1% | +17.1% |
| YTD | -11.1% | -37.2% | +26.1% | -9.9% |
| 1Y | -16.7% | -57.1% | +40.3% | -14.5% |
| 3Y | -52.9% | +178.2% | -231.1% | -53.8% |
| All | -52.9% | +172.2% | -225.1% | -53.8% |
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 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