-71.4%
SOUN vs NVS
+37.6%
-109.1%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +3.6% | +1.3% | +4.8% |
| 7D | -2.7% | +5.7% | -8.4% | -2.7% |
| 30D | -26.5% | +17.1% | -43.6% | -26.4% |
| 3M | -33.6% | +7.6% | -41.3% | -33.3% |
| 6M | -54.4% | +14.1% | -68.5% | -54.8% |
| YTD | -56.7% | +23.3% | -80.0% | -55.5% |
| 1Y | -71.4% | +36.0% | -107.4% | -69.2% |
| All | -71.4% | +37.6% | -109.1% | -69.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NVS.
Daily Out/Under-Performance
Portfolio return minus NVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVS 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 1y: compounded portfolio wealth divided by compounded NVS 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…
1y analysis · Full analysis span regression · 6 months rolling