+178.2%
SOUN vs JEPI
+30.1%
+148.2%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.0% | -2.7% |
| 7D | -7.1% | -1.0% | -6.1% | -3.9% |
| 30D | -15.4% | -1.4% | -14.0% | -11.2% |
| 3M | -10.6% | +3.5% | -14.1% | -20.9% |
| 6M | -19.6% | +1.9% | -21.6% | -25.0% |
| YTD | -37.2% | +4.4% | -41.6% | -45.9% |
| 1Y | -57.1% | +7.2% | -64.3% | -66.3% |
| 3Y | +178.2% | +29.8% | +148.5% | +10.2% |
| All | +178.2% | +30.1% | +148.2% | +10.2% |
Cumulative growth
Daily Returns
Daily percentage return beside JEPI.
Daily Out/Under-Performance
Portfolio return minus JEPI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JEPI 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 JEPI 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