-12.4%
SOUN vs JD
-45.4%
+33.0%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.1% | -0.5% | -1.9% |
| 7D | -4.1% | -0.8% | -3.3% | -3.9% |
| 30D | -18.1% | -16.0% | -2.0% | -14.1% |
| 3M | -12.3% | -3.2% | -9.1% | -11.7% |
| 6M | -18.6% | +6.1% | -24.6% | -20.2% |
| YTD | -34.1% | -0.1% | -34.0% | -34.3% |
| 1Y | -57.0% | -12.7% | -44.3% | -55.6% |
| 3Y | +185.7% | -6.3% | +192.0% | +177.4% |
| All | -12.4% | -45.4% | +33.0% | -14.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling