-16.3%
SOUN vs ZM
-2.7%
-13.6%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.7% | -2.3% | -2.6% |
| 7D | -6.8% | -2.7% | -4.1% | -5.3% |
| 30D | -15.2% | -10.0% | -5.3% | -10.1% |
| 3M | -7.0% | +1.6% | -8.6% | -9.1% |
| 6M | -20.5% | +25.0% | -45.5% | -32.0% |
| YTD | -37.0% | +10.6% | -47.6% | -43.3% |
| 1Y | -55.3% | +14.0% | -69.3% | -60.8% |
| 3Y | +173.0% | +32.5% | +140.6% | +117.6% |
| All | -16.3% | -2.7% | -13.6% | -26.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ZM.
Daily Out/Under-Performance
Portfolio return minus ZM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZM 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 ZM 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