-16.5%
SOUN vs UUUU
+68.2%
-84.7%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -5.0% | +4.7% | +1.3% |
| 7D | -7.1% | -10.5% | +3.4% | -3.7% |
| 30D | -15.4% | -10.5% | -4.9% | -12.5% |
| 3M | -10.6% | -14.1% | +3.6% | -6.3% |
| 6M | -19.6% | -35.5% | +15.8% | -9.1% |
| YTD | -37.2% | -10.9% | -26.3% | -37.5% |
| 1Y | -57.1% | +3.4% | -60.4% | -60.6% |
| 3Y | +178.2% | +73.1% | +105.1% | +94.5% |
| All | -16.5% | +68.2% | -84.7% | -37.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 10y: compounded portfolio wealth divided by compounded UUUU 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…
10y analysis · Full analysis span regression · 6 months rolling