-71.4%
SOUN vs NVT
+3.0%
-74.4%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -12.7% | +17.6% | +9.6% |
| 7D | -2.7% | -19.5% | +16.8% | +5.1% |
| 30D | -26.5% | -32.4% | +5.9% | -14.5% |
| 3M | -33.6% | -30.3% | -3.3% | -25.1% |
| 6M | -54.4% | -30.4% | -23.9% | -49.9% |
| YTD | -56.7% | +11.3% | -68.0% | -66.0% |
| 1Y | -71.4% | +3.6% | -75.0% | -75.7% |
| All | -71.4% | +3.0% | -74.4% | -75.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 NVT 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