+27.7%
JCI vs SOUN
-73.4%
+101.1%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | +4.9% | -11.1% | -6.4% |
| 7D | -10.7% | -2.7% | -8.0% | -10.6% |
| 30D | -10.4% | -26.5% | +16.1% | -9.3% |
| 3M | -8.3% | -33.6% | +25.4% | -7.0% |
| 6M | -2.1% | -54.4% | +52.2% | +0.1% |
| YTD | +18.4% | -56.7% | +75.0% | +19.2% |
| 1Y | +27.7% | -71.4% | +99.1% | +36.8% |
| All | +27.7% | -73.4% | +101.1% | +36.8% |
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