-12.4%
SOUN vs ZS
-22.5%
+10.1%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -4.6% | +2.1% | 0.0% |
| 7D | -4.1% | -9.2% | +5.1% | +0.8% |
| 30D | -18.1% | -4.0% | -14.1% | -17.1% |
| 3M | -12.3% | +25.3% | -37.6% | -23.6% |
| 6M | -18.6% | -1.3% | -17.3% | -24.3% |
| YTD | -34.1% | -28.0% | -6.1% | -27.5% |
| 1Y | -57.0% | -42.5% | -14.5% | -46.5% |
| 3Y | +185.7% | +0.7% | +184.9% | +165.9% |
| All | -12.4% | -22.5% | +10.1% | +4.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling