-71.4%
SOUN vs UDR
+14.9%
-86.4%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +3.6% | +1.3% | +4.9% |
| 7D | -2.7% | +7.2% | -9.9% | -2.4% |
| 30D | -26.5% | +10.5% | -37.0% | -26.2% |
| 3M | -33.6% | -2.3% | -31.4% | -34.2% |
| 6M | -54.4% | +4.0% | -58.4% | -56.0% |
| YTD | -56.7% | +5.6% | -62.3% | -57.8% |
| 1Y | -71.4% | +13.0% | -84.5% | -73.1% |
| All | -71.4% | +14.9% | -86.4% | -73.1% |
Cumulative growth
Daily Returns
Daily percentage return beside UDR.
Daily Out/Under-Performance
Portfolio return minus UDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UDR 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 1y: compounded portfolio wealth divided by compounded UDR 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…
1y analysis · Full analysis span regression · 6 months rolling