+118.4%
UBER vs SOUN
-28.2%
+146.6%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -1.2% |
| 7D | -5.4% | -7.1% | +1.7% | -5.0% |
| 30D | -4.9% | -15.4% | +10.5% | -3.9% |
| 3M | +3.0% | -10.6% | +13.6% | +3.5% |
| 6M | -4.4% | -19.6% | +15.2% | -3.7% |
| YTD | -12.3% | -37.2% | +24.9% | -10.5% |
| 1Y | -24.3% | -57.1% | +32.8% | -21.3% |
| 3Y | +46.4% | +178.2% | -131.8% | +28.4% |
| All | +118.4% | -28.2% | +146.6% | +85.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling