+178.2%
SOUN vs NUE
+61.7%
+116.5%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.6% | -1.9% | -1.2% |
| 7D | -7.1% | -0.6% | -6.5% | -6.8% |
| 30D | -15.4% | -4.6% | -10.9% | -13.5% |
| 3M | -10.6% | -0.3% | -10.3% | -11.6% |
| 6M | -19.6% | +51.9% | -71.5% | -39.8% |
| YTD | -37.2% | +60.0% | -97.2% | -54.8% |
| 1Y | -57.1% | +82.9% | -140.0% | -71.9% |
| 3Y | +178.2% | +66.0% | +112.2% | +74.2% |
| All | +178.2% | +61.7% | +116.5% | +74.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NUE.
Daily Out/Under-Performance
Portfolio return minus NUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NUE 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 NUE 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