+203.1%
SLV vs ZS
+604.7%
-401.6%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +0.9% | +0.4% |
| 7D | -1.1% | -13.7% | +12.6% | -0.4% |
| 30D | -14.2% | -14.2% | 0.0% | -13.6% |
| 3M | -20.3% | +8.5% | -28.9% | -20.9% |
| 6M | -40.2% | +30.2% | -70.4% | -41.4% |
| YTD | -27.6% | -13.8% | -13.7% | -27.7% |
| 1Y | +0.4% | -41.5% | +41.9% | +2.5% |
| 3Y | +129.4% | +10.7% | +118.6% | +123.8% |
| 5Y | +99.8% | -43.6% | +143.4% | +97.1% |
| All | +203.1% | +604.7% | -401.6% | +176.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling