+34.2%
UNP vs SOUN
-22.7%
+56.9%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -5.3% | -5.2% | -0.1% | -5.3% |
| 30D | -1.5% | +4.8% | -6.4% | -1.6% |
| 3M | +10.3% | -15.9% | +26.1% | +10.4% |
| 6M | +9.7% | -17.4% | +27.1% | +9.7% |
| YTD | +27.1% | -32.4% | +59.5% | +27.4% |
| 1Y | +32.6% | -49.3% | +81.9% | +33.3% |
| 3Y | +40.0% | +167.5% | -127.5% | +37.3% |
| All | +34.2% | -22.7% | +56.9% | +32.5% |
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