-12.4%
SOUN vs NVT
+398.8%
-411.2%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +4.2% | -6.7% | -5.7% |
| 7D | -4.1% | +10.4% | -14.5% | -11.2% |
| 30D | -18.1% | -1.3% | -16.8% | -18.4% |
| 3M | -12.3% | -0.6% | -11.7% | -14.4% |
| 6M | -18.6% | +53.8% | -72.4% | -45.4% |
| YTD | -34.1% | +60.2% | -94.3% | -57.7% |
| 1Y | -57.0% | +76.8% | -133.8% | -74.6% |
| 3Y | +185.7% | +191.2% | -5.6% | +2.8% |
| All | -12.4% | +398.8% | -411.2% | -78.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling