-6.9%
SLV vs ZS
-39.0%
+32.0%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.4% | -1.8% | -2.2% |
| 7D | -5.8% | -2.6% | -3.2% | -5.8% |
| 30D | -12.1% | -12.8% | +0.7% | -12.1% |
| 3M | -24.1% | +2.3% | -26.4% | -24.0% |
| 6M | -44.4% | +26.3% | -70.7% | -43.0% |
| YTD | -31.5% | -14.4% | -17.1% | -28.8% |
| 1Y | -6.9% | -37.6% | +30.7% | -4.7% |
| All | -6.9% | -39.0% | +32.0% | -4.7% |
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