-16.5%
SOUN vs NDAQ
+81.4%
-97.9%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.2% | +0.1% |
| 7D | -7.1% | -5.6% | -1.6% | -2.6% |
| 30D | -15.4% | -4.4% | -11.1% | -12.3% |
| 3M | -10.6% | +5.9% | -16.4% | -16.5% |
| 6M | -19.6% | +7.7% | -27.4% | -26.0% |
| YTD | -37.2% | -5.2% | -32.1% | -35.5% |
| 1Y | -57.1% | -3.4% | -53.7% | -56.8% |
| 3Y | +178.2% | +85.6% | +92.6% | +79.6% |
| All | -16.5% | +81.4% | -97.9% | -54.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 10y: compounded portfolio wealth divided by compounded NDAQ 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…
10y analysis · Full analysis span regression · 6 months rolling