-49.3%
SOUN vs JHX
+56.2%
-105.5%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.6% | -2.6% | -1.0% |
| 7D | -5.2% | +1.5% | -6.7% | -5.8% |
| 30D | +4.8% | +7.2% | -2.3% | +2.1% |
| 3M | -15.9% | +29.9% | -45.8% | -24.0% |
| 6M | -17.4% | +35.4% | -52.8% | -27.9% |
| YTD | -32.4% | +46.5% | -78.9% | -42.9% |
| 1Y | -49.3% | +55.5% | -104.8% | -57.2% |
| All | -49.3% | +56.2% | -105.5% | -57.2% |
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