-50.6%
ZTS vs SOUN
-55.4%
+4.8%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.2% |
| 7D | -3.7% | -7.1% | +3.4% | -3.4% |
| 30D | -0.8% | -15.4% | +14.6% | 0.0% |
| 3M | -9.7% | -10.6% | +0.8% | -9.5% |
| 6M | -38.4% | -19.6% | -18.8% | -38.3% |
| YTD | -41.1% | -37.2% | -3.9% | -39.8% |
| 1Y | -50.6% | -57.1% | +6.4% | -46.0% |
| All | -50.6% | -55.4% | +4.8% | -46.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SOUN.
Daily Out/Under-Performance
Portfolio return minus SOUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOUN 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 SOUN 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