+178.2%
SOUN vs NVMI
+207.9%
-29.6%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.6% | -1.9% | -1.3% |
| 7D | -7.1% | -0.1% | -7.0% | -7.1% |
| 30D | -15.4% | -8.4% | -7.0% | -11.1% |
| 3M | -10.6% | -33.6% | +23.0% | +13.3% |
| 6M | -19.6% | -14.7% | -5.0% | -19.9% |
| YTD | -37.2% | +13.2% | -50.4% | -51.2% |
| 1Y | -57.1% | +29.0% | -86.1% | -70.3% |
| 3Y | +178.2% | +215.0% | -36.8% | -26.4% |
| All | +178.2% | +207.9% | -29.6% | -26.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI 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 NVMI 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