+179.1%
SOUN vs ZBRA
+33.4%
+145.7%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.2% | -2.8% | -2.9% |
| 7D | -6.8% | -3.8% | -3.1% | -3.7% |
| 30D | -15.2% | -10.2% | -5.1% | -7.0% |
| 3M | -7.0% | +58.7% | -65.6% | -43.2% |
| 6M | -20.5% | +61.9% | -82.4% | -54.2% |
| YTD | -37.0% | +41.7% | -78.7% | -59.7% |
| 1Y | -55.3% | +12.4% | -67.7% | -62.9% |
| All | +179.1% | +33.4% | +145.7% | +55.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling