-51.5%
ZTS vs SOUN
-58.7%
+7.2%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -7.9% | +8.4% | +0.7% |
| 7D | +1.0% | -15.5% | +16.5% | +1.4% |
| 30D | +12.4% | -26.2% | +38.6% | +13.2% |
| 3M | +13.6% | -51.4% | +64.9% | +15.4% |
| 6M | +9.3% | -55.3% | +64.6% | +11.1% |
| YTD | -32.6% | -63.9% | +31.3% | -31.3% |
| 1Y | -30.0% | -72.8% | +42.8% | -28.3% |
| 3Y | -48.7% | +101.1% | -149.8% | -50.2% |
| All | -51.5% | -58.7% | +7.2% | -52.9% |
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