-72.8%
SOUN vs USAR
-54.5%
-18.3%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -2.4% | -5.6% | -7.2% |
| 7D | -15.5% | +8.8% | -24.3% | -18.2% |
| 30D | -26.2% | -28.5% | +2.2% | -18.5% |
| 3M | -51.4% | -56.2% | +4.8% | -37.2% |
| 6M | -55.3% | -68.4% | +13.1% | -37.6% |
| YTD | -63.9% | -32.2% | -31.7% | -62.1% |
| 1Y | -72.8% | -52.3% | -20.5% | -68.9% |
| All | -72.8% | -54.5% | -18.3% | -68.9% |
Cumulative growth
Daily Returns
Daily percentage return beside USAR.
Daily Out/Under-Performance
Portfolio return minus USAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USAR 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 USAR 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