-71.4%
SOUN vs UTHR
+40.6%
-112.1%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.2% | +3.7% | +4.7% |
| 7D | -2.7% | +3.8% | -6.5% | -3.2% |
| 30D | -26.5% | +13.4% | -40.0% | -27.8% |
| 3M | -33.6% | +17.3% | -51.0% | -35.0% |
| 6M | -54.4% | +4.7% | -59.1% | -54.9% |
| YTD | -56.7% | +24.9% | -81.6% | -59.3% |
| 1Y | -71.4% | +39.1% | -110.6% | -74.9% |
| All | -71.4% | +40.6% | -112.1% | -74.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UTHR.
Daily Out/Under-Performance
Portfolio return minus UTHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UTHR 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 UTHR 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