-57.1%
SOUN vs NVT
+71.6%
-128.7%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.6% | -5.0% | -3.0% |
| 7D | -7.1% | +4.1% | -11.2% | -9.5% |
| 30D | -15.4% | -5.1% | -10.3% | -13.5% |
| 3M | -10.6% | -1.2% | -9.4% | -12.4% |
| 6M | -19.6% | +46.6% | -66.2% | -42.0% |
| YTD | -37.2% | +60.0% | -97.2% | -58.8% |
| 1Y | -57.1% | +70.8% | -127.9% | -73.2% |
| All | -57.1% | +71.6% | -128.7% | -73.2% |
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