-49.3%
SOUN vs ZS
-37.1%
-12.2%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.5% | +4.5% | +1.6% |
| 7D | -5.2% | -7.8% | +2.6% | -2.4% |
| 30D | +4.8% | +5.0% | -0.2% | +2.5% |
| 3M | -15.9% | +25.5% | -41.4% | -23.2% |
| 6M | -17.4% | +8.7% | -26.1% | -27.4% |
| YTD | -32.4% | -24.5% | -7.9% | -30.9% |
| 1Y | -49.3% | -36.7% | -12.6% | -44.5% |
| All | -49.3% | -37.1% | -12.2% | -44.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ZS.
Daily Out/Under-Performance
Portfolio return minus ZS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZS 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 ZS 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