+64.1%
NXPI vs SOUN
-58.7%
+122.8%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -7.9% | +7.1% | -0.3% |
| 7D | +9.4% | -15.5% | +24.8% | +10.5% |
| 30D | +18.1% | -26.2% | +44.3% | +20.4% |
| 3M | +15.0% | -51.4% | +66.4% | +20.4% |
| 6M | -8.4% | -55.3% | +46.9% | -3.8% |
| YTD | +24.8% | -63.9% | +88.7% | +31.9% |
| 1Y | +33.3% | -72.8% | +106.1% | +43.2% |
| 3Y | +51.0% | +101.1% | -50.1% | +42.0% |
| All | +64.1% | -58.7% | +122.8% | +54.8% |
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 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