-71.4%
SOUN vs URI
+33.3%
-104.7%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -4.4% | +9.2% | +5.8% |
| 7D | -2.7% | -4.3% | +1.6% | -1.8% |
| 30D | -26.5% | +4.6% | -31.1% | -27.4% |
| 3M | -33.6% | -2.1% | -31.5% | -33.5% |
| 6M | -54.4% | +21.9% | -76.3% | -56.8% |
| YTD | -56.7% | +39.7% | -96.4% | -62.3% |
| 1Y | -71.4% | +32.9% | -104.3% | -73.6% |
| All | -71.4% | +33.3% | -104.7% | -73.6% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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