+63.6%
SLB vs SOUN
-47.0%
+110.6%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | +0.8% | -5.2% | +6.0% | +1.2% |
| 30D | +15.8% | +4.8% | +11.0% | +15.1% |
| 3M | -0.3% | -15.9% | +15.5% | +0.4% |
| 6M | +21.3% | -17.4% | +38.7% | +21.7% |
| YTD | +52.3% | -32.4% | +84.7% | +55.7% |
| 1Y | +63.6% | -49.3% | +112.9% | +77.5% |
| All | +63.6% | -47.0% | +110.6% | +77.5% |
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 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