-46.0%
SOUN vs JD
-44.0%
-2.0%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.5% | +1.0% | -0.7% |
| 7D | -1.0% | +7.9% | -8.9% | -3.1% |
| 30D | -24.9% | +4.8% | -29.6% | -25.8% |
| 3M | -49.5% | -13.9% | -35.6% | -47.4% |
| 6M | -54.4% | -5.8% | -48.6% | -53.8% |
| YTD | -59.4% | +2.4% | -61.8% | -59.8% |
| 1Y | -71.4% | -7.5% | -63.8% | -70.9% |
| 3Y | +134.1% | +20.9% | +113.2% | +121.4% |
| All | -46.0% | -44.0% | -2.0% | -47.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling