-10.1%
SOUN vs URA
+123.5%
-133.7%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -0.5% |
| 7D | -5.2% | +1.1% | -6.3% | -5.9% |
| 30D | +4.8% | +7.4% | -2.6% | +0.2% |
| 3M | -15.9% | -8.4% | -7.5% | -11.1% |
| 6M | -17.4% | -12.7% | -4.7% | -11.1% |
| YTD | -32.4% | +7.8% | -40.2% | -36.2% |
| 1Y | -49.3% | +19.5% | -68.7% | -54.8% |
| 3Y | +167.5% | +116.4% | +51.0% | +77.9% |
| All | -10.1% | +123.5% | -133.7% | -32.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling