-47.9%
SOUN vs JD
-45.0%
-2.8%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.6% | +2.7% | +1.5% |
| 7D | -9.5% | +0.4% | -9.9% | -9.7% |
| 30D | -21.3% | +4.2% | -25.6% | -22.3% |
| 3M | -47.2% | -12.8% | -34.5% | -45.3% |
| 6M | -53.7% | -8.8% | -44.9% | -52.7% |
| YTD | -60.8% | +0.5% | -61.3% | -61.0% |
| 1Y | -70.9% | -8.8% | -62.2% | -70.3% |
| 3Y | +118.4% | +18.6% | +99.9% | +107.7% |
| All | -47.9% | -45.0% | -2.8% | -49.2% |
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