+62.0%
SLV vs ZS
-37.1%
+99.1%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.5% | +3.3% | -1.2% |
| 7D | -0.3% | -7.8% | +7.5% | -0.3% |
| 30D | +6.7% | +5.0% | +1.6% | +6.7% |
| 3M | -10.7% | +25.5% | -36.2% | -10.5% |
| 6M | -20.6% | +8.7% | -29.3% | -19.2% |
| YTD | -7.1% | -24.5% | +17.4% | -4.2% |
| 1Y | +62.0% | -36.7% | +98.7% | +63.3% |
| All | +62.0% | -37.1% | +99.1% | +63.3% |
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