+178.2%
SOUN vs NVD
-99.1%
+277.3%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.6% | -0.2% |
| 7D | -7.1% | +10.8% | -18.0% | -3.8% |
| 30D | -15.4% | +0.8% | -16.2% | -14.2% |
| 3M | -10.6% | -20.8% | +10.3% | -14.2% |
| 6M | -19.6% | -41.2% | +21.5% | -27.2% |
| YTD | -37.2% | -44.2% | +7.0% | -42.9% |
| 1Y | -57.1% | -54.2% | -2.9% | -62.1% |
| 3Y | +178.2% | -99.1% | +277.4% | +16.8% |
| All | +178.2% | -99.1% | +277.3% | +16.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 NVD 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