-13.6%
SOUN vs UAL
+111.3%
-124.9%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.0% | -0.3% | -0.8% |
| 7D | -4.4% | -1.1% | -3.3% | -3.8% |
| 30D | -13.1% | -13.4% | +0.3% | -5.8% |
| 3M | -7.7% | -2.3% | -5.4% | -7.6% |
| 6M | -21.2% | +13.3% | -34.5% | -29.0% |
| YTD | -35.0% | -4.2% | -30.8% | -35.6% |
| 1Y | -56.4% | +1.4% | -57.8% | -58.3% |
| 3Y | +181.7% | +125.8% | +55.9% | +53.2% |
| All | -13.6% | +111.3% | -124.9% | -45.8% |
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