+134.1%
SOUN vs JD
+18.5%
+115.6%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.5% | +1.0% | -0.4% |
| 7D | -1.0% | +7.9% | -8.9% | -4.2% |
| 30D | -24.9% | +4.8% | -29.6% | -26.3% |
| 3M | -49.5% | -13.9% | -35.6% | -46.4% |
| 6M | -54.4% | -5.8% | -48.6% | -53.6% |
| YTD | -59.4% | +2.4% | -61.8% | -60.1% |
| 1Y | -71.4% | -7.5% | -63.8% | -70.7% |
| 3Y | +134.1% | +20.9% | +113.2% | +106.6% |
| All | +134.1% | +18.5% | +115.6% | +106.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling