-71.9%
SOUN vs JBHT
+32.1%
-104.0%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +3.1% | -4.6% | -2.2% |
| 7D | -1.0% | +0.4% | -1.4% | -1.1% |
| 30D | -24.9% | -2.0% | -22.9% | -24.5% |
| 3M | -49.5% | -16.3% | -33.2% | -47.4% |
| 6M | -54.4% | -8.2% | -46.1% | -54.3% |
| YTD | -59.4% | +16.3% | -75.7% | -64.7% |
| All | -71.9% | +32.1% | -104.0% | -76.1% |
Cumulative growth
Daily Returns
Daily percentage return beside JBHT.
Daily Out/Under-Performance
Portfolio return minus JBHT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBHT 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 1y: compounded portfolio wealth divided by compounded JBHT 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…
1y analysis · Full analysis span regression · 6 months rolling