+161.4%
JPM vs SOUN
+173.0%
-11.6%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.1% | +2.8% | -0.2% |
| 7D | -2.3% | -6.8% | +4.5% | -2.0% |
| 30D | -2.3% | -15.2% | +12.9% | -1.6% |
| 3M | +14.9% | -7.0% | +21.8% | +15.0% |
| 6M | +23.6% | -20.5% | +44.1% | +24.1% |
| YTD | +11.3% | -37.0% | +48.3% | +12.8% |
| 1Y | +19.9% | -55.3% | +75.2% | +23.0% |
| All | +161.4% | +173.0% | -11.6% | +141.2% |
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