+34.4%
UNP vs SOUN
-55.4%
+89.8%
-12.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.5% |
| 7D | -1.8% | -7.1% | +5.3% | -1.9% |
| 30D | -2.7% | -15.4% | +12.7% | -3.0% |
| 3M | +6.5% | -10.6% | +17.1% | +6.5% |
| 6M | +14.4% | -19.6% | +34.0% | +13.8% |
| YTD | +24.8% | -37.2% | +62.0% | +24.9% |
| 1Y | +34.4% | -57.1% | +91.5% | +34.9% |
| All | +34.4% | -55.4% | +89.8% | +34.9% |
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 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