+45.6%
USB vs SOUN
-52.9%
+98.5%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.5% | +3.0% | -0.3% |
| 7D | 0.0% | -2.6% | +2.6% | +0.1% |
| 30D | +5.8% | -27.0% | +32.8% | +7.3% |
| 3M | -6.0% | -41.9% | +36.0% | -3.8% |
| 6M | +7.8% | -56.1% | +63.9% | +11.4% |
| YTD | +14.6% | -58.8% | +73.4% | +18.2% |
| 1Y | +31.8% | -71.1% | +102.9% | +38.0% |
| 3Y | +91.5% | +130.9% | -39.4% | +75.7% |
| All | +45.6% | -52.9% | +98.5% | +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 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