+178.2%
SOUN vs NRG
+203.5%
-25.3%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.6% | -1.9% | -1.2% |
| 7D | -7.1% | -4.7% | -2.5% | -4.6% |
| 30D | -15.4% | -6.0% | -9.4% | -12.9% |
| 3M | -10.6% | -8.0% | -2.6% | -10.0% |
| 6M | -19.6% | -23.2% | +3.5% | -12.0% |
| YTD | -37.2% | -28.1% | -9.2% | -29.1% |
| 1Y | -57.1% | -27.3% | -29.8% | -51.9% |
| 3Y | +178.2% | +208.7% | -30.4% | -2.9% |
| All | +178.2% | +203.5% | -25.3% | -2.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NRG.
Daily Out/Under-Performance
Portfolio return minus NRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NRG 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 NRG 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