-17.4%
UNH vs SOUN
-24.7%
+7.3%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.5% | +3.5% | +1.0% |
| 7D | +1.1% | -4.1% | +5.2% | +1.2% |
| 30D | -1.5% | -18.1% | +16.5% | -1.3% |
| 3M | -0.8% | -12.3% | +11.4% | -0.7% |
| 6M | +41.8% | -18.6% | +60.4% | +41.9% |
| YTD | +23.1% | -34.1% | +57.2% | +23.4% |
| 1Y | +28.5% | -57.0% | +85.5% | +29.5% |
| 3Y | -11.8% | +185.7% | -197.4% | -13.9% |
| All | -17.4% | -24.7% | +7.3% | -19.9% |
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