-71.4%
SOUN vs JBLU
-12.5%
-58.9%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +11.9% | -7.1% | +1.1% |
| 7D | -2.7% | +24.9% | -27.6% | -9.8% |
| 30D | -26.5% | -12.3% | -14.2% | -23.8% |
| 3M | -33.6% | -44.5% | +10.8% | -20.7% |
| 6M | -54.4% | -25.7% | -28.7% | -51.1% |
| YTD | -56.7% | -21.8% | -34.9% | -58.0% |
| 1Y | -71.4% | -12.7% | -58.7% | -75.5% |
| All | -71.4% | -12.5% | -58.9% | -75.5% |
Cumulative growth
Daily Returns
Daily percentage return beside JBLU.
Daily Out/Under-Performance
Portfolio return minus JBLU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBLU 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 1y: compounded portfolio wealth divided by compounded JBLU 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…
1y analysis · Full analysis span regression · 6 months rolling