-12.4%
SOUN vs ZBRA
-6.1%
-6.3%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.8% | +0.3% | -0.6% |
| 7D | -4.1% | +2.6% | -6.7% | -5.8% |
| 30D | -18.1% | -6.4% | -11.7% | -14.4% |
| 3M | -12.3% | +51.3% | -63.6% | -37.0% |
| 6M | -18.6% | +60.5% | -79.1% | -45.0% |
| YTD | -34.1% | +45.2% | -79.3% | -52.9% |
| 1Y | -57.0% | +12.3% | -69.4% | -62.4% |
| 3Y | +185.7% | +37.5% | +148.1% | +120.5% |
| All | -12.4% | -6.1% | -6.3% | +16.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling