+185.7%
SOUN vs JD
-6.1%
+191.8%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.1% | -0.5% | -1.6% |
| 7D | -4.1% | -0.8% | -3.3% | -3.8% |
| 30D | -18.1% | -16.0% | -2.0% | -11.9% |
| 3M | -12.3% | -3.2% | -9.1% | -11.5% |
| 6M | -18.6% | +6.1% | -24.6% | -21.4% |
| YTD | -34.1% | -0.1% | -34.0% | -34.6% |
| 1Y | -57.0% | -12.7% | -44.3% | -55.0% |
| 3Y | +185.7% | -6.3% | +192.0% | +191.1% |
| All | +185.7% | -6.1% | +191.8% | +191.1% |
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