-48.4%
SOUN vs URI
+257.1%
-305.5%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -2.1% | -2.4% | -3.2% |
| 7D | -6.1% | -6.0% | -0.1% | -3.0% |
| 30D | -28.2% | +4.6% | -32.8% | -30.8% |
| 3M | -48.1% | -2.7% | -45.4% | -48.1% |
| 6M | -56.4% | +18.4% | -74.8% | -62.4% |
| YTD | -61.2% | +37.4% | -98.5% | -71.4% |
| 1Y | -73.1% | +30.4% | -103.5% | -79.4% |
| 3Y | +116.2% | +147.9% | -31.7% | +12.3% |
| All | -48.4% | +257.1% | -305.5% | -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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling