-71.4%
SOUN vs JHX
+44.7%
-116.2%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +8.3% | -3.4% | +1.3% |
| 7D | -2.7% | +13.3% | -16.0% | -7.9% |
| 30D | -26.5% | +17.1% | -43.7% | -31.5% |
| 3M | -33.6% | +4.1% | -37.7% | -35.0% |
| 6M | -54.4% | +48.5% | -102.9% | -61.4% |
| YTD | -56.7% | +42.3% | -98.9% | -63.5% |
| 1Y | -71.4% | +47.4% | -118.8% | -76.2% |
| All | -71.4% | +44.7% | -116.2% | -76.2% |
Cumulative growth
Daily Returns
Daily percentage return beside JHX.
Daily Out/Under-Performance
Portfolio return minus JHX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JHX 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 1y: compounded portfolio wealth divided by compounded JHX 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…
1y analysis · Full analysis span regression · 6 months rolling