-56.0%
ZTS vs SOUN
-22.7%
-33.3%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -2.0% | -5.2% | +3.2% | -1.9% |
| 30D | +1.9% | +4.8% | -2.9% | +1.7% |
| 3M | -4.0% | -15.9% | +11.9% | -3.7% |
| 6M | -39.1% | -17.4% | -21.7% | -39.1% |
| YTD | -38.8% | -32.4% | -6.4% | -38.5% |
| 1Y | -49.6% | -49.3% | -0.3% | -49.0% |
| 3Y | -59.0% | +167.5% | -226.4% | -60.6% |
| All | -56.0% | -22.7% | -33.3% | -57.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling