-16.3%
SOUN vs UUUU
+77.0%
-93.3%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -6.3% | +3.2% | -1.0% |
| 7D | -6.8% | -5.0% | -1.8% | -5.3% |
| 30D | -15.2% | -7.8% | -7.5% | -13.2% |
| 3M | -7.0% | -0.4% | -6.5% | -7.1% |
| 6M | -20.5% | -32.9% | +12.4% | -11.2% |
| YTD | -37.0% | -6.3% | -30.8% | -38.3% |
| 1Y | -55.3% | +7.9% | -63.2% | -59.6% |
| 3Y | +173.0% | +85.2% | +87.9% | +87.0% |
| All | -16.3% | +77.0% | -93.3% | -38.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling