+56.5%
SOUN vs NXT
+173.5%
-117.0%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.9% | -2.2% | -0.8% |
| 7D | -7.1% | -1.9% | -5.2% | -6.7% |
| 30D | -15.4% | -20.0% | +4.6% | -10.4% |
| 3M | -10.6% | -30.7% | +20.2% | -2.1% |
| 6M | -19.6% | -29.0% | +9.3% | -14.1% |
| YTD | -37.2% | -4.8% | -32.4% | -38.6% |
| 1Y | -57.1% | +22.8% | -79.9% | -60.5% |
| 3Y | +178.2% | +93.9% | +84.3% | +102.8% |
| All | +56.5% | +173.5% | -117.0% | -27.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 10y: compounded portfolio wealth divided by compounded NXT 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…
10y analysis · Full analysis span regression · 6 months rolling