-16.5%
SOUN vs NTR
-12.1%
-4.5%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | 0.0% | -0.2% |
| 7D | -7.1% | -1.3% | -5.8% | -6.8% |
| 30D | -15.4% | +16.8% | -32.2% | -19.1% |
| 3M | -10.6% | +20.7% | -31.3% | -15.8% |
| 6M | -19.6% | +0.5% | -20.2% | -20.7% |
| YTD | -37.2% | +29.2% | -66.4% | -43.6% |
| 1Y | -57.1% | +39.6% | -96.7% | -62.6% |
| 3Y | +178.2% | +37.9% | +140.3% | +133.3% |
| All | -16.5% | -12.1% | -4.5% | -7.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling