+45.8%
SLB vs SOUN
-73.1%
+118.9%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -3.1% | +4.5% | +1.7% |
| 7D | +3.5% | -15.1% | +18.6% | +4.6% |
| 30D | +6.5% | -23.0% | +29.5% | +8.3% |
| 3M | -0.2% | -53.3% | +53.1% | +5.1% |
| 6M | -5.7% | -58.6% | +52.8% | -0.2% |
| YTD | +36.8% | -65.0% | +101.8% | +52.0% |
| 1Y | +45.8% | -71.4% | +117.2% | +67.9% |
| All | +45.8% | -73.1% | +118.9% | +67.9% |
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 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