+2.2%
SLB vs SOUN
+128.3%
-126.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.5% | +4.1% | +0.7% |
| 7D | -7.1% | -2.6% | -4.5% | -7.0% |
| 30D | +4.1% | -27.0% | +31.1% | +5.6% |
| 3M | -2.6% | -41.9% | +39.3% | -0.3% |
| 6M | -8.6% | -56.1% | +47.6% | -5.3% |
| YTD | +32.2% | -58.8% | +91.0% | +36.7% |
| 1Y | +40.7% | -71.1% | +111.8% | +47.7% |
| All | +2.2% | +128.3% | -126.1% | -9.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling