+39.3%
NXPI vs SOUN
-22.7%
+62.0%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | +1.9% | -5.2% | +7.1% | +2.3% |
| 30D | -1.4% | +4.8% | -6.3% | -1.8% |
| 3M | -29.1% | -15.9% | -13.2% | -28.3% |
| 6M | +6.2% | -17.4% | +23.6% | +6.8% |
| YTD | +5.9% | -32.4% | +38.3% | +7.6% |
| 1Y | +2.9% | -49.3% | +52.2% | +6.1% |
| 3Y | +14.5% | +167.5% | -153.0% | +4.4% |
| All | +39.3% | -22.7% | +62.0% | +26.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling