-12.4%
SOUN vs URI
+228.1%
-240.5%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.5% | -3.0% | -2.9% |
| 7D | -4.1% | +2.5% | -6.6% | -5.7% |
| 30D | -18.1% | -12.5% | -5.5% | -10.8% |
| 3M | -12.3% | -6.2% | -6.1% | -9.7% |
| 6M | -18.6% | +25.9% | -44.5% | -34.8% |
| YTD | -34.1% | +26.2% | -60.3% | -47.9% |
| 1Y | -57.0% | +5.5% | -62.5% | -60.9% |
| 3Y | +185.7% | +125.0% | +60.7% | +59.8% |
| All | -12.4% | +228.1% | -240.5% | -52.1% |
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