+179.1%
SOUN vs JBL
+181.3%
-2.1%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.8% | -0.3% | -1.2% |
| 7D | -6.8% | -1.0% | -5.8% | -6.2% |
| 30D | -15.2% | -15.1% | -0.2% | -6.1% |
| 3M | -7.0% | -14.0% | +7.1% | +0.9% |
| 6M | -20.5% | +20.6% | -41.1% | -34.6% |
| YTD | -37.0% | +32.9% | -69.9% | -52.4% |
| 1Y | -55.3% | +40.5% | -95.8% | -67.7% |
| All | +179.1% | +181.3% | -2.1% | +24.3% |
Cumulative growth
Daily Returns
Daily percentage return beside JBL.
Daily Out/Under-Performance
Portfolio return minus JBL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBL 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 JBL 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