-71.4%
SOUN vs NTR
+36.7%
-108.1%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +4.0% | +0.9% | +5.4% |
| 7D | -2.7% | +4.3% | -7.0% | -2.2% |
| 30D | -26.5% | +2.6% | -29.1% | -26.3% |
| 3M | -33.6% | +8.5% | -42.2% | -32.7% |
| 6M | -54.4% | -3.3% | -51.0% | -54.2% |
| YTD | -56.7% | +19.6% | -76.3% | -58.2% |
| 1Y | -71.4% | +37.6% | -109.1% | -73.7% |
| All | -71.4% | +36.7% | -108.1% | -73.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 1y: compounded portfolio wealth divided by compounded NTR 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…
1y analysis · Full analysis span regression · 6 months rolling