-16.5%
SOUN vs NVMI
+281.6%
-298.1%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -11.3% |
| 3M | -10.6% | -33.6% | +23.0% | +11.6% |
| 6M | -19.6% | -14.7% | -5.0% | -19.1% |
| YTD | -37.2% | +13.2% | -50.4% | -49.2% |
| 1Y | -57.1% | +29.0% | -86.1% | -68.5% |
| 3Y | +178.2% | +215.0% | -36.8% | +10.6% |
| All | -16.5% | +281.6% | -298.1% | -64.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling