-57.1%
SOUN vs NVS
+10.8%
-67.9%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.3% |
| 7D | -7.1% | -14.3% | +7.1% | -6.8% |
| 30D | -15.4% | -10.0% | -5.5% | -14.8% |
| 3M | -10.6% | -10.9% | +0.3% | -10.0% |
| 6M | -19.6% | -12.0% | -7.7% | -19.5% |
| YTD | -37.2% | +2.5% | -39.7% | -36.8% |
| 1Y | -57.1% | +10.7% | -67.7% | -55.5% |
| All | -57.1% | +10.8% | -67.9% | -55.5% |
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