+174.0%
SOUN vs JBHT
+47.5%
+126.4%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.8% | -2.8% | -1.5% |
| 7D | -5.2% | +4.9% | -10.1% | -7.6% |
| 30D | +4.8% | +0.6% | +4.2% | +4.2% |
| 3M | -15.9% | -3.2% | -12.7% | -15.2% |
| 6M | -17.4% | +17.0% | -34.4% | -26.4% |
| YTD | -32.4% | +41.7% | -74.1% | -46.7% |
| 1Y | -49.3% | +90.0% | -139.3% | -67.7% |
| All | +174.0% | +47.5% | +126.4% | +84.4% |
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