-16.5%
SOUN vs NUE
+72.8%
-89.3%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.6% | -1.9% | -1.0% |
| 7D | -7.1% | -0.6% | -6.5% | -6.8% |
| 30D | -15.4% | -4.6% | -10.9% | -13.9% |
| 3M | -10.6% | -0.3% | -10.3% | -11.4% |
| 6M | -19.6% | +51.9% | -71.5% | -35.7% |
| YTD | -37.2% | +60.0% | -97.2% | -51.2% |
| 1Y | -57.1% | +82.9% | -140.0% | -68.9% |
| 3Y | +178.2% | +66.0% | +112.2% | +103.1% |
| All | -16.5% | +72.8% | -89.3% | -29.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling