-71.4%
SOUN vs JD
-8.1%
-63.4%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.5% | -4.6% | -3.9% |
| 7D | -15.1% | -4.1% | -11.0% | -13.2% |
| 30D | -23.0% | +4.6% | -27.6% | -24.8% |
| 3M | -53.3% | -4.7% | -48.6% | -52.3% |
| 6M | -58.6% | -17.4% | -41.2% | -54.6% |
| YTD | -65.0% | +0.7% | -65.7% | -65.8% |
| 1Y | -71.4% | -5.9% | -65.6% | -72.0% |
| All | -71.4% | -8.1% | -63.4% | -72.0% |
Cumulative growth
Daily Returns
Daily percentage return beside JD.
Daily Out/Under-Performance
Portfolio return minus JD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JD 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 JD 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