-13.6%
SOUN vs ZETA
+169.7%
-183.3%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.2% | -0.2% | -0.9% |
| 7D | -4.4% | -0.1% | -4.4% | -4.6% |
| 30D | -13.1% | +10.5% | -23.6% | -16.7% |
| 3M | -7.7% | +44.3% | -52.0% | -21.4% |
| 6M | -21.2% | +59.4% | -80.6% | -35.6% |
| YTD | -35.0% | +49.5% | -84.5% | -46.0% |
| 1Y | -56.4% | +62.7% | -119.0% | -65.2% |
| 3Y | +181.7% | +274.6% | -92.9% | +52.3% |
| All | -13.6% | +169.7% | -183.3% | -47.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling