+134.1%
SOUN vs JBHT
+31.9%
+102.2%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +3.1% | -4.6% | -3.0% |
| 7D | -1.0% | +0.4% | -1.4% | -1.2% |
| 30D | -24.9% | -2.0% | -22.9% | -24.2% |
| 3M | -49.5% | -16.3% | -33.2% | -45.4% |
| 6M | -54.4% | -8.2% | -46.1% | -53.6% |
| YTD | -59.4% | +16.3% | -75.7% | -64.6% |
| 1Y | -71.4% | +32.2% | -103.6% | -77.0% |
| 3Y | +134.1% | +34.4% | +99.7% | +55.1% |
| All | +134.1% | +31.9% | +102.2% | +55.1% |
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