-71.4%
SOUN vs URA
-32.2%
-39.3%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -1.1% | +5.9% | +5.6% |
| 7D | -2.7% | -10.5% | +7.8% | +5.5% |
| 30D | -26.5% | -18.6% | -7.9% | -14.8% |
| 3M | -33.6% | -23.0% | -10.6% | -20.4% |
| 6M | -54.4% | -40.3% | -14.1% | -34.9% |
| YTD | -56.7% | -23.5% | -33.2% | -52.6% |
| 1Y | -71.4% | -31.1% | -40.3% | -65.4% |
| All | -71.4% | -32.2% | -39.3% | -65.4% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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