-56.9%
SOUN vs UDR
-3.7%
-53.2%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.7% | -2.4% | -3.2% |
| 7D | -6.8% | -3.4% | -3.4% | -7.3% |
| 30D | -15.2% | -5.4% | -9.8% | -15.9% |
| 3M | -7.0% | -10.0% | +3.0% | -8.5% |
| 6M | -20.5% | -2.5% | -18.0% | -23.5% |
| YTD | -37.0% | -1.1% | -35.9% | -38.3% |
| All | -56.9% | -3.7% | -53.2% | -55.3% |
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