-21.8%
UNH vs SOUN
-28.2%
+6.4%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.3% | -2.0% | -2.4% |
| 7D | -4.5% | -7.1% | +2.6% | -4.5% |
| 30D | -6.5% | -15.4% | +8.9% | -6.3% |
| 3M | -6.0% | -10.6% | +4.6% | -5.9% |
| 6M | +33.7% | -19.6% | +53.3% | +33.7% |
| YTD | +16.4% | -37.2% | +53.6% | +16.8% |
| 1Y | +10.1% | -57.1% | +67.1% | +10.9% |
| 3Y | -16.3% | +178.2% | -194.5% | -18.3% |
| All | -21.8% | -28.2% | +6.4% | -24.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling