-71.4%
SOUN vs NWSA
+18.2%
-89.7%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +3.7% | +1.1% | +4.4% |
| 7D | -2.7% | +4.3% | -7.0% | -3.2% |
| 30D | -26.5% | +5.6% | -32.1% | -27.0% |
| 3M | -33.6% | +7.3% | -40.9% | -34.2% |
| 6M | -54.4% | +18.8% | -73.2% | -55.9% |
| YTD | -56.7% | +17.9% | -74.6% | -57.9% |
| 1Y | -71.4% | +19.3% | -90.8% | -72.4% |
| All | -71.4% | +18.2% | -89.7% | -72.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NWSA.
Daily Out/Under-Performance
Portfolio return minus NWSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NWSA 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 NWSA 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