-49.3%
SOUN vs ZBRA
+18.2%
-67.4%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.5% | -1.5% | -0.7% |
| 7D | -5.2% | +1.8% | -7.0% | -6.0% |
| 30D | +4.8% | -1.7% | +6.5% | +5.7% |
| 3M | -15.9% | +47.8% | -63.6% | -32.0% |
| 6M | -17.4% | +56.7% | -74.1% | -36.6% |
| YTD | -32.4% | +49.4% | -81.8% | -47.9% |
| 1Y | -49.3% | +16.5% | -65.8% | -50.8% |
| All | -49.3% | +18.2% | -67.4% | -50.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 ZBRA 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