-13.6%
SOUN vs NDAQ
+86.8%
-100.4%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.5% | -0.7% |
| 7D | -4.4% | -1.6% | -2.9% | -3.3% |
| 30D | -13.1% | -1.5% | -11.7% | -12.2% |
| 3M | -7.7% | +8.0% | -15.7% | -15.2% |
| 6M | -21.2% | +7.7% | -28.9% | -27.3% |
| YTD | -35.0% | -2.3% | -32.7% | -34.9% |
| 1Y | -56.4% | +0.6% | -56.9% | -57.5% |
| 3Y | +181.7% | +90.9% | +90.8% | +77.5% |
| All | -13.6% | +86.8% | -100.4% | -54.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling