+68.5%
SOUN vs NXT
+178.8%
-110.3%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.2% | -1.2% | -0.3% |
| 7D | -5.2% | -1.1% | -4.1% | -5.0% |
| 30D | +4.8% | -15.3% | +20.2% | +9.4% |
| 3M | -15.9% | -43.8% | +27.9% | -3.1% |
| 6M | -17.4% | -18.7% | +1.3% | -14.9% |
| YTD | -32.4% | -3.0% | -29.4% | -34.2% |
| 1Y | -49.3% | +22.7% | -72.0% | -53.4% |
| 3Y | +167.5% | +95.9% | +71.5% | +95.0% |
| All | +68.5% | +178.8% | -110.3% | -22.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling