-56.4%
SOUN vs URI
+7.5%
-63.8%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.3% | -2.7% | -1.8% |
| 7D | -4.4% | +5.0% | -9.4% | -5.8% |
| 30D | -13.1% | -9.4% | -3.7% | -10.6% |
| 3M | -7.7% | -5.8% | -1.9% | -6.2% |
| 6M | -21.2% | +25.8% | -47.0% | -29.1% |
| YTD | -35.0% | +27.9% | -62.9% | -43.7% |
| 1Y | -56.4% | +9.7% | -66.1% | -56.4% |
| All | -56.4% | +7.5% | -63.8% | -56.4% |
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