-16.5%
SOUN vs ZBRA
-6.7%
-9.8%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.8% | -2.2% | -1.6% |
| 7D | -7.1% | -3.4% | -3.7% | -4.9% |
| 30D | -15.4% | -7.4% | -8.0% | -10.9% |
| 3M | -10.6% | +57.5% | -68.1% | -37.6% |
| 6M | -19.6% | +64.0% | -83.6% | -46.6% |
| YTD | -37.2% | +44.3% | -81.5% | -54.9% |
| 1Y | -57.1% | +10.9% | -67.9% | -62.1% |
| 3Y | +178.2% | +37.5% | +140.7% | +115.2% |
| All | -16.5% | -6.7% | -9.8% | +11.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling