+38.5%
SLB vs SOUN
-74.1%
+112.6%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.4% | +3.5% | -0.7% |
| 7D | -4.3% | -6.1% | +1.8% | -3.9% |
| 30D | +1.9% | -28.2% | +30.1% | +4.1% |
| 3M | -5.7% | -48.1% | +42.4% | -1.6% |
| 6M | -5.3% | -56.4% | +51.1% | -0.2% |
| YTD | +32.2% | -61.2% | +93.3% | +44.4% |
| 1Y | +38.5% | -73.1% | +111.6% | +57.9% |
| All | +38.5% | -74.1% | +112.6% | +57.9% |
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