-16.3%
SOUN vs NRG
+239.6%
-255.9%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.2% | +0.1% | -1.6% |
| 7D | -6.8% | -0.2% | -6.7% | -6.9% |
| 30D | -15.2% | -6.8% | -8.5% | -12.8% |
| 3M | -7.0% | -7.1% | +0.2% | -6.6% |
| 6M | -20.5% | -27.6% | +7.1% | -11.2% |
| YTD | -37.0% | -29.2% | -7.8% | -29.4% |
| 1Y | -55.3% | -29.9% | -25.4% | -49.6% |
| 3Y | +173.0% | +198.7% | -25.6% | +86.3% |
| All | -16.3% | +239.6% | -255.9% | -47.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling