+130.9%
SOUN vs URI
+138.8%
-7.9%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.1% | -4.7% | -4.3% |
| 7D | -2.6% | -9.8% | +7.2% | +4.0% |
| 30D | -27.0% | +1.7% | -28.7% | -28.5% |
| 3M | -41.9% | -9.1% | -32.9% | -38.9% |
| 6M | -56.1% | +9.9% | -66.0% | -60.8% |
| YTD | -58.8% | +31.2% | -90.0% | -70.4% |
| 1Y | -71.1% | +25.9% | -97.1% | -78.4% |
| 3Y | +130.9% | +147.4% | -16.5% | -16.9% |
| All | +130.9% | +138.8% | -7.9% | -16.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling