+179.1%
SOUN vs ZBH
-21.6%
+200.7%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.3% | -0.8% | -2.4% |
| 7D | -6.8% | -6.6% | -0.3% | -4.9% |
| 30D | -15.2% | -4.9% | -10.3% | -13.9% |
| 3M | -7.0% | +5.1% | -12.1% | -9.5% |
| 6M | -20.5% | +1.3% | -21.9% | -21.9% |
| YTD | -37.0% | +3.4% | -40.4% | -38.5% |
| 1Y | -55.3% | -8.7% | -46.6% | -54.7% |
| All | +179.1% | -21.6% | +200.7% | +188.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBH.
Daily Out/Under-Performance
Portfolio return minus ZBH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBH 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 ZBH 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