+80.9%
SOUN vs NDAQ
+118.0%
-37.1%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -0.9% | -7.0% | -7.0% |
| 7D | -15.5% | +1.7% | -17.2% | -16.9% |
| 30D | -26.2% | +16.2% | -42.5% | -37.1% |
| 3M | -51.4% | +14.0% | -65.3% | -57.8% |
| 6M | -55.3% | +22.3% | -77.6% | -64.9% |
| YTD | -63.9% | +13.0% | -76.9% | -69.0% |
| 1Y | -72.8% | +24.0% | -96.8% | -79.4% |
| All | +80.9% | +118.0% | -37.1% | -26.2% |
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