-17.6%
UBER vs SOUN
-47.0%
+29.4%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | -3.9% | -5.2% | +1.3% | -3.2% |
| 30D | +11.1% | +4.8% | +6.3% | +10.1% |
| 3M | +4.9% | -15.9% | +20.8% | +6.8% |
| 6M | -1.2% | -17.4% | +16.2% | -0.8% |
| YTD | -7.3% | -32.4% | +25.1% | -5.2% |
| 1Y | -17.6% | -49.3% | +31.7% | -10.0% |
| All | -17.6% | -47.0% | +29.4% | -10.0% |
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