+186.7%
JCI vs SOUN
+95.0%
+91.8%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.1% | +0.8% | -2.1% |
| 7D | +3.2% | -15.1% | +18.3% | +4.2% |
| 30D | -8.6% | -23.0% | +14.4% | -7.3% |
| 3M | -7.7% | -53.3% | +45.6% | -3.7% |
| 6M | -2.6% | -58.6% | +56.0% | +2.0% |
| YTD | +17.4% | -65.0% | +82.4% | +23.2% |
| 1Y | +16.9% | -71.4% | +88.4% | +24.2% |
| 3Y | +186.7% | +75.4% | +111.4% | +168.9% |
| All | +186.7% | +95.0% | +91.8% | +168.9% |
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 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