+42.8%
SLB vs SOUN
-60.0%
+102.8%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -3.1% | +4.5% | +1.6% |
| 7D | +3.5% | -15.1% | +18.6% | +4.1% |
| 30D | +6.5% | -23.0% | +29.5% | +7.4% |
| 3M | -0.2% | -53.3% | +53.1% | +2.4% |
| 6M | -5.7% | -58.6% | +52.8% | -3.1% |
| YTD | +36.8% | -65.0% | +101.8% | +41.0% |
| 1Y | +45.8% | -71.4% | +117.2% | +51.2% |
| 3Y | +3.4% | +75.4% | -72.0% | -1.8% |
| All | +42.8% | -60.0% | +102.8% | +36.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling