-45.2%
SOUN vs URI
+241.1%
-286.3%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.1% | -4.7% | -4.2% |
| 7D | -2.6% | -9.8% | +7.2% | +3.4% |
| 30D | -27.0% | +1.7% | -28.7% | -28.3% |
| 3M | -41.9% | -9.1% | -32.9% | -39.1% |
| 6M | -56.1% | +9.9% | -66.0% | -60.2% |
| YTD | -58.8% | +31.2% | -90.0% | -68.6% |
| 1Y | -71.1% | +25.9% | -97.1% | -77.3% |
| 3Y | +130.9% | +147.4% | -16.5% | +21.0% |
| All | -45.2% | +241.1% | -286.3% | -71.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling