+218.6%
JPM vs SOUN
-24.7%
+243.2%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.5% | +1.1% | -1.3% |
| 7D | -0.4% | -4.1% | +3.7% | -0.3% |
| 30D | -1.1% | -18.1% | +17.0% | -0.5% |
| 3M | +14.1% | -12.3% | +26.4% | +14.5% |
| 6M | +23.3% | -18.6% | +41.9% | +23.6% |
| YTD | +11.3% | -34.1% | +45.4% | +12.2% |
| 1Y | +23.0% | -57.0% | +80.0% | +25.6% |
| 3Y | +162.6% | +185.7% | -23.1% | +145.1% |
| All | +218.6% | -24.7% | +243.2% | +193.9% |
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 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