-71.4%
SOUN vs UL
+1.7%
-73.1%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +3.3% | +1.6% | +5.4% |
| 7D | -2.7% | +4.7% | -7.4% | -1.9% |
| 30D | -26.5% | +11.6% | -38.1% | -25.0% |
| 3M | -33.6% | +5.3% | -39.0% | -32.9% |
| 6M | -54.4% | +16.0% | -70.4% | -52.7% |
| YTD | -56.7% | +5.0% | -61.6% | -56.5% |
| 1Y | -71.4% | +1.1% | -72.6% | -71.1% |
| All | -71.4% | +1.7% | -73.1% | -71.1% |
Cumulative growth
Daily Returns
Daily percentage return beside UL.
Daily Out/Under-Performance
Portfolio return minus UL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UL 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 UL 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