-57.1%
SOUN vs NTRS
+51.4%
-108.5%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.4% | -1.0% |
| 7D | -7.1% | +1.4% | -8.5% | -8.0% |
| 30D | -15.4% | -0.7% | -14.8% | -15.1% |
| 3M | -10.6% | +11.3% | -21.9% | -17.6% |
| 6M | -19.6% | +35.5% | -55.2% | -40.7% |
| YTD | -37.2% | +40.6% | -77.8% | -54.9% |
| 1Y | -57.1% | +49.2% | -106.3% | -71.2% |
| All | -57.1% | +51.4% | -108.5% | -71.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NTRS.
Daily Out/Under-Performance
Portfolio return minus NTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTRS 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 NTRS 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