+188.0%
SOUN vs UAL
+131.3%
+56.7%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.5% | -2.5% | -1.4% |
| 7D | -5.2% | +0.7% | -5.9% | -5.7% |
| 30D | +4.8% | -16.1% | +20.9% | +15.2% |
| 3M | -15.9% | +6.1% | -22.0% | -19.8% |
| 6M | -17.4% | +10.8% | -28.2% | -24.5% |
| YTD | -32.4% | -0.4% | -32.0% | -34.4% |
| 1Y | -49.3% | +5.0% | -54.3% | -52.4% |
| All | +188.0% | +131.3% | +56.7% | +46.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling