+75.4%
SOUN vs ZETA
+348.6%
-273.2%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.7% | -1.4% | -2.4% |
| 7D | -15.1% | +18.1% | -33.2% | -21.2% |
| 30D | -23.0% | +13.6% | -36.5% | -27.5% |
| 3M | -53.3% | +23.7% | -77.1% | -57.9% |
| 6M | -58.6% | +128.5% | -187.0% | -72.1% |
| YTD | -65.0% | +80.1% | -145.1% | -74.0% |
| 1Y | -71.4% | +98.0% | -169.4% | -79.7% |
| 3Y | +75.4% | +348.6% | -273.2% | -42.8% |
| All | +75.4% | +348.6% | -273.2% | -42.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling