-34.7%
UPS vs SOUN
-25.7%
-9.0%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.4% | +0.1% | -1.2% |
| 7D | -3.7% | -4.4% | +0.7% | -3.6% |
| 30D | -3.7% | -13.1% | +9.4% | -3.4% |
| 3M | -6.6% | -7.7% | +1.1% | -6.5% |
| 6M | +2.6% | -21.2% | +23.7% | +2.8% |
| YTD | +4.8% | -35.0% | +39.8% | +5.4% |
| 1Y | +25.3% | -56.4% | +81.6% | +27.0% |
| 3Y | -26.9% | +181.7% | -208.6% | -29.6% |
| All | -34.7% | -25.7% | -9.0% | -36.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling