-53.5%
SOUN vs NDAQ
+115.8%
-169.2%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.2% | -2.9% | -2.9% |
| 7D | -15.1% | +1.3% | -16.3% | -16.0% |
| 30D | -23.0% | +18.0% | -40.9% | -33.2% |
| 3M | -53.3% | +11.5% | -64.9% | -57.7% |
| 6M | -58.6% | +21.1% | -79.6% | -65.5% |
| YTD | -65.0% | +12.8% | -77.8% | -69.0% |
| 1Y | -71.4% | +25.7% | -97.1% | -77.1% |
| 3Y | +75.4% | +116.8% | -41.4% | -1.5% |
| All | -53.5% | +115.8% | -169.2% | -78.1% |
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