+32.4%
USB vs SOUN
-72.7%
+105.0%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.0% | -1.1% | -0.1% |
| 7D | -0.5% | -9.5% | +9.0% | 0.0% |
| 30D | +5.7% | -21.3% | +27.0% | +7.0% |
| 3M | -4.7% | -47.2% | +42.5% | -1.6% |
| 6M | +13.4% | -53.7% | +67.1% | +17.9% |
| YTD | +17.0% | -60.8% | +77.8% | +23.3% |
| 1Y | +32.4% | -70.9% | +103.3% | +45.8% |
| All | +32.4% | -72.7% | +105.0% | +45.8% |
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