+122.8%
UBER vs SOUN
-24.7%
+147.5%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.5% | -0.9% | -3.3% |
| 7D | -2.8% | -4.1% | +1.3% | -2.5% |
| 30D | -2.5% | -18.1% | +15.6% | -1.3% |
| 3M | +4.4% | -12.3% | +16.7% | +5.0% |
| 6M | -2.7% | -18.6% | +15.9% | -2.0% |
| YTD | -10.5% | -34.1% | +23.6% | -9.0% |
| 1Y | -22.5% | -57.0% | +34.5% | -19.4% |
| 3Y | +54.8% | +185.7% | -130.8% | +35.4% |
| All | +122.8% | -24.7% | +147.5% | +88.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling