+43.8%
UNP vs SOUN
+181.7%
-138.0%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.4% | +0.1% | -1.3% |
| 7D | -1.7% | -4.4% | +2.7% | -1.6% |
| 30D | -2.1% | -13.1% | +11.0% | -1.8% |
| 3M | +5.4% | -7.7% | +13.1% | +5.5% |
| 6M | +13.4% | -21.2% | +34.5% | +13.6% |
| YTD | +25.0% | -35.0% | +60.0% | +25.8% |
| 1Y | +34.6% | -56.4% | +90.9% | +36.7% |
| All | +43.8% | +181.7% | -138.0% | +33.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling