+182.6%
SLV vs ZM
+30.9%
+151.7%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.8% | +4.1% | -0.2% |
| 7D | +2.5% | +1.6% | +0.9% | +2.3% |
| 30D | +3.3% | -7.7% | +11.0% | +4.0% |
| 3M | -3.6% | -4.7% | +1.1% | -3.2% |
| 6M | -21.8% | +24.4% | -46.3% | -24.2% |
| YTD | -7.8% | +11.8% | -19.6% | -9.5% |
| 1Y | +58.3% | +13.4% | +44.9% | +54.9% |
| 3Y | +182.6% | +33.8% | +148.7% | +162.9% |
| All | +182.6% | +30.9% | +151.7% | +162.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling