-49.3%
SOUN vs UL
-8.6%
-40.6%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | +0.1% | 0.0% |
| 7D | -5.2% | -1.3% | -3.9% | -5.5% |
| 30D | +4.8% | +0.5% | +4.3% | +4.9% |
| 3M | -15.9% | +17.6% | -33.5% | -12.7% |
| 6M | -17.4% | -5.4% | -12.0% | -19.2% |
| YTD | -32.4% | +0.7% | -33.1% | -32.3% |
| 1Y | -49.3% | -9.3% | -40.0% | -39.4% |
| All | -49.3% | -8.6% | -40.6% | -39.4% |
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