+75.4%
SOUN vs JBHT
+38.8%
+36.6%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +2.3% | -5.3% | -4.2% |
| 7D | -15.1% | +7.0% | -22.1% | -18.0% |
| 30D | -23.0% | +0.5% | -23.5% | -23.3% |
| 3M | -53.3% | -17.4% | -36.0% | -49.2% |
| 6M | -58.6% | -1.7% | -56.8% | -59.4% |
| YTD | -65.0% | +20.7% | -85.7% | -70.1% |
| 1Y | -71.4% | +41.1% | -112.5% | -77.9% |
| 3Y | +75.4% | +38.0% | +37.4% | +16.1% |
| All | +75.4% | +38.8% | +36.6% | +16.1% |
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