+185.7%
SOUN vs NDAQ
+91.7%
+93.9%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.9% | -0.6% | -0.6% |
| 7D | -4.1% | -2.6% | -1.5% | -1.6% |
| 30D | -18.1% | +0.5% | -18.6% | -18.8% |
| 3M | -12.3% | +9.9% | -22.2% | -23.0% |
| 6M | -18.6% | +8.2% | -26.8% | -27.2% |
| YTD | -34.1% | -1.5% | -32.6% | -34.4% |
| 1Y | -57.0% | +1.3% | -58.3% | -59.0% |
| 3Y | +185.7% | +92.6% | +93.1% | +33.6% |
| All | +185.7% | +91.7% | +93.9% | +33.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling