-13.6%
SOUN vs JEPI
+38.8%
-52.4%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | +0.1% |
| 7D | -4.4% | -1.1% | -3.3% | -1.5% |
| 30D | -13.1% | -1.3% | -11.9% | -10.2% |
| 3M | -7.7% | +3.3% | -11.0% | -15.2% |
| 6M | -21.2% | +1.0% | -22.2% | -23.0% |
| YTD | -35.0% | +4.2% | -39.2% | -41.2% |
| 1Y | -56.4% | +7.9% | -64.3% | -63.8% |
| 3Y | +181.7% | +30.0% | +151.7% | +72.5% |
| All | -13.6% | +38.8% | -52.4% | -36.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling