+188.0%
SOUN vs ZETA
+272.3%
-84.3%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.2% | -0.2% | -0.8% |
| 7D | -4.4% | -0.1% | -4.4% | -4.6% |
| 30D | -13.1% | +10.5% | -23.6% | -17.2% |
| 3M | -7.7% | +44.3% | -52.0% | -23.3% |
| 6M | -21.2% | +59.4% | -80.6% | -37.6% |
| YTD | -35.0% | +49.5% | -84.5% | -47.7% |
| 1Y | -56.4% | +62.7% | -119.0% | -66.6% |
| All | +188.0% | +272.3% | -84.3% | -4.2% |
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