+130.9%
SOUN vs JBHT
+27.4%
+103.5%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.7% | -2.9% | -3.2% |
| 7D | -2.6% | -1.6% | -1.0% | -1.8% |
| 30D | -27.0% | -2.3% | -24.7% | -26.3% |
| 3M | -41.9% | -18.5% | -23.5% | -36.3% |
| 6M | -56.1% | -11.3% | -44.9% | -54.7% |
| YTD | -58.8% | +12.6% | -71.3% | -63.5% |
| 1Y | -71.1% | +29.8% | -100.9% | -76.7% |
| 3Y | +130.9% | +28.1% | +102.8% | +57.1% |
| All | +130.9% | +27.4% | +103.5% | +57.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling