-26.2%
UBER vs SOUN
-73.4%
+47.2%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +4.9% | +0.1% | +4.2% |
| 7D | +7.0% | -2.7% | +9.8% | +7.4% |
| 30D | +0.6% | -26.5% | +27.1% | +5.0% |
| 3M | -2.9% | -33.6% | +30.7% | +2.5% |
| 6M | -5.5% | -54.4% | +48.9% | +5.0% |
| YTD | -14.5% | -56.7% | +42.2% | -7.9% |
| 1Y | -26.2% | -71.4% | +45.3% | -15.2% |
| All | -26.2% | -73.4% | +47.2% | -15.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SOUN.
Daily Out/Under-Performance
Portfolio return minus SOUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOUN 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 SOUN 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