-53.5%
SOUN vs UAL
+115.6%
-169.1%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.7% | -1.3% | -2.1% |
| 7D | -15.1% | -3.0% | -12.0% | -13.7% |
| 30D | -23.0% | +10.5% | -33.4% | -27.8% |
| 3M | -53.3% | -13.5% | -39.9% | -49.8% |
| 6M | -58.6% | +14.2% | -72.8% | -62.8% |
| YTD | -65.0% | -2.2% | -62.8% | -66.0% |
| 1Y | -71.4% | +12.5% | -83.9% | -74.6% |
| 3Y | +75.4% | +186.8% | -111.5% | -18.3% |
| All | -53.5% | +115.6% | -169.1% | -71.3% |
Cumulative growth
Daily Returns
Daily percentage return beside UAL.
Daily Out/Under-Performance
Portfolio return minus UAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UAL 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 UAL 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