-6.9%
SLV vs ZM
+18.3%
-25.2%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.1% | -4.3% | -2.5% |
| 7D | -5.8% | +11.0% | -16.9% | -7.3% |
| 30D | -12.1% | +5.6% | -17.8% | -12.8% |
| 3M | -24.1% | -9.1% | -15.0% | -23.6% |
| 6M | -44.4% | -2.6% | -41.8% | -44.2% |
| YTD | -31.5% | +15.7% | -47.2% | -33.1% |
| 1Y | -6.9% | +18.8% | -25.7% | -9.2% |
| All | -6.9% | +18.3% | -25.2% | -9.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ZM.
Daily Out/Under-Performance
Portfolio return minus ZM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZM 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 ZM 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