-16.5%
SOUN vs JEPI
+39.0%
-55.6%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.0% | -2.1% |
| 7D | -7.1% | -1.0% | -6.1% | -4.6% |
| 30D | -15.4% | -1.4% | -14.0% | -12.2% |
| 3M | -10.6% | +3.5% | -14.1% | -18.3% |
| 6M | -19.6% | +1.9% | -21.6% | -23.4% |
| YTD | -37.2% | +4.4% | -41.6% | -43.5% |
| 1Y | -57.1% | +7.2% | -64.3% | -63.7% |
| 3Y | +178.2% | +29.8% | +148.5% | +70.5% |
| All | -16.5% | +39.0% | -55.6% | -39.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling