-71.4%
SOUN vs ZETA
+84.8%
-156.2%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +2.6% | +2.2% | +3.6% |
| 7D | -2.7% | -5.0% | +2.3% | -0.3% |
| 30D | -26.5% | -3.3% | -23.2% | -25.3% |
| 3M | -33.6% | +31.0% | -64.6% | -42.6% |
| 6M | -54.4% | +72.2% | -126.5% | -66.5% |
| YTD | -56.7% | +56.2% | -112.8% | -68.0% |
| 1Y | -71.4% | +90.3% | -161.7% | -80.8% |
| All | -71.4% | +84.8% | -156.2% | -80.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ZETA.
Daily Out/Under-Performance
Portfolio return minus ZETA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZETA 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 ZETA 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