+155.2%
JCI vs SOUN
-22.7%
+177.9%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | 0.0% | +1.9% | +1.9% |
| 7D | +3.8% | -5.2% | +9.0% | +4.1% |
| 30D | -5.7% | +4.8% | -10.5% | -5.9% |
| 3M | -1.4% | -15.9% | +14.5% | -0.9% |
| 6M | +4.1% | -17.4% | +21.5% | +4.4% |
| YTD | +21.7% | -32.4% | +54.1% | +22.8% |
| 1Y | +36.1% | -49.3% | +85.4% | +38.5% |
| 3Y | +154.4% | +167.5% | -13.0% | +137.5% |
| All | +155.2% | -22.7% | +177.9% | +135.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling