-16.3%
SOUN vs ZS
-21.7%
+5.5%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.6% | -1.5% | -2.2% |
| 7D | -6.8% | -8.1% | +1.2% | -2.7% |
| 30D | -15.2% | -8.4% | -6.8% | -11.7% |
| 3M | -7.0% | +31.1% | -38.0% | -21.0% |
| 6M | -20.5% | +4.4% | -24.9% | -28.5% |
| YTD | -37.0% | -27.3% | -9.7% | -31.1% |
| 1Y | -55.3% | -41.4% | -13.9% | -45.0% |
| 3Y | +173.0% | +1.7% | +171.4% | +152.8% |
| All | -16.3% | -21.7% | +5.5% | -1.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling