+178.2%
SOUN vs NVT
+190.9%
-12.7%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.6% | -5.0% | -3.7% |
| 7D | -7.1% | +4.1% | -11.2% | -10.1% |
| 30D | -15.4% | -5.1% | -10.3% | -13.2% |
| 3M | -10.6% | -1.2% | -9.4% | -12.4% |
| 6M | -19.6% | +46.6% | -66.2% | -43.6% |
| YTD | -37.2% | +60.0% | -97.2% | -59.4% |
| 1Y | -57.1% | +70.8% | -127.9% | -73.6% |
| 3Y | +178.2% | +187.5% | -9.3% | +5.3% |
| All | +178.2% | +190.9% | -12.7% | +5.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling