-16.3%
SOUN vs NVTS
+59.3%
-75.6%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.9% | +0.8% | -2.2% |
| 7D | -6.8% | +0.5% | -7.3% | -7.0% |
| 30D | -15.2% | -18.0% | +2.8% | -11.7% |
| 3M | -7.0% | -45.6% | +38.6% | +5.0% |
| 6M | -20.5% | +28.5% | -49.0% | -32.7% |
| YTD | -37.0% | +56.2% | -93.2% | -49.8% |
| 1Y | -55.3% | +97.7% | -153.0% | -66.8% |
| 3Y | +173.0% | +35.0% | +138.1% | +108.1% |
| All | -16.3% | +59.3% | -75.6% | -35.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NVTS.
Daily Out/Under-Performance
Portfolio return minus NVTS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVTS 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 5y: compounded portfolio wealth divided by compounded NVTS 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…
5y analysis · Full analysis span regression · 6 months rolling