-71.1%
SOUN vs JBHT
+29.5%
-100.7%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.7% | -2.9% | -3.4% |
| 7D | -2.6% | -1.6% | -1.0% | -2.2% |
| 30D | -27.0% | -2.3% | -24.7% | -26.6% |
| 3M | -41.9% | -18.5% | -23.5% | -39.1% |
| 6M | -56.1% | -11.3% | -44.9% | -55.7% |
| YTD | -58.8% | +12.6% | -71.3% | -63.5% |
| 1Y | -71.1% | +29.8% | -100.9% | -74.6% |
| All | -71.1% | +29.5% | -100.7% | -74.6% |
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