-12.4%
SOUN vs JBL
+446.5%
-458.9%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.6% | -3.1% | -2.9% |
| 7D | -4.1% | +4.4% | -8.5% | -7.0% |
| 30D | -18.1% | -8.4% | -9.6% | -13.7% |
| 3M | -12.3% | -14.2% | +1.9% | -4.2% |
| 6M | -18.6% | +29.6% | -48.2% | -37.0% |
| YTD | -34.1% | +37.1% | -71.2% | -51.7% |
| 1Y | -57.0% | +49.5% | -106.5% | -70.7% |
| 3Y | +185.7% | +192.7% | -7.0% | +11.7% |
| All | -12.4% | +446.5% | -458.9% | -80.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling