+157.1%
JCI vs SOUN
-28.2%
+185.3%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.3% | +2.6% | +2.3% |
| 7D | +0.7% | -7.1% | +7.9% | +1.0% |
| 30D | -4.4% | -15.4% | +11.0% | -3.8% |
| 3M | +1.7% | -10.6% | +12.2% | +2.0% |
| 6M | +8.8% | -19.6% | +28.4% | +9.1% |
| YTD | +22.6% | -37.2% | +59.9% | +24.0% |
| 1Y | +36.2% | -57.1% | +93.3% | +39.6% |
| 3Y | +168.0% | +178.2% | -10.2% | +150.3% |
| All | +157.1% | -28.2% | +185.3% | +138.3% |
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 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