+46.3%
GDX vs ZS
-41.6%
+87.8%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.6% | -1.5% | +1.0% |
| 7D | +1.9% | -3.8% | +5.7% | +1.9% |
| 30D | +9.9% | -6.0% | +15.9% | +10.0% |
| 3M | +28.2% | +32.0% | -3.8% | +28.2% |
| 6M | -2.9% | +2.1% | -5.0% | -0.8% |
| YTD | +16.0% | -26.2% | +42.1% | +21.6% |
| All | +46.3% | -41.6% | +87.8% | +50.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling