-13.6%
SOUN vs NI
+59.4%
-73.0%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.8% | -1.4% |
| 7D | -4.4% | +1.3% | -5.7% | -4.4% |
| 30D | -13.1% | -0.3% | -12.9% | -13.1% |
| 3M | -7.7% | -9.5% | +1.8% | -7.5% |
| 6M | -21.2% | -10.2% | -10.9% | -21.0% |
| YTD | -35.0% | +1.8% | -36.8% | -35.4% |
| 1Y | -56.4% | +5.7% | -62.0% | -56.6% |
| 3Y | +181.7% | +69.6% | +112.1% | +187.3% |
| All | -13.6% | +59.4% | -73.0% | -6.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 all: compounded portfolio wealth divided by compounded NI 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…
all analysis · Full analysis span regression · 6 months rolling