-45.2%
SOUN vs UAL
+122.4%
-167.6%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +2.0% | -5.6% | -4.7% |
| 7D | -2.6% | +8.2% | -10.8% | -7.2% |
| 30D | -27.0% | +2.3% | -29.3% | -28.3% |
| 3M | -41.9% | -12.7% | -29.3% | -37.7% |
| 6M | -56.1% | +12.7% | -68.8% | -60.2% |
| YTD | -58.8% | +0.8% | -59.6% | -60.6% |
| 1Y | -71.1% | +17.8% | -88.9% | -75.0% |
| 3Y | +130.9% | +206.7% | -75.8% | +3.4% |
| All | -45.2% | +122.4% | -167.6% | -66.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling