-26.8%
UPS vs SOUN
+181.7%
-208.5%
-44.2%
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% | -1.2% |
| 7D | -3.7% | -4.4% | +0.7% | -3.5% |
| 30D | -3.7% | -13.1% | +9.4% | -3.1% |
| 3M | -6.6% | -7.7% | +1.1% | -6.4% |
| 6M | +2.6% | -21.2% | +23.7% | +3.1% |
| YTD | +4.8% | -35.0% | +39.8% | +6.1% |
| 1Y | +25.3% | -56.4% | +81.6% | +28.9% |
| All | -26.8% | +181.7% | -208.5% | -38.2% |
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 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