+53.7%
SLV vs ZS
-42.5%
+96.2%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.6% | -3.7% | -5.3% |
| 7D | -5.0% | -8.1% | +3.0% | -5.0% |
| 30D | -1.8% | -8.4% | +6.6% | -1.7% |
| 3M | -0.3% | +31.1% | -31.3% | +0.1% |
| 6M | -28.2% | +4.4% | -32.6% | -26.9% |
| YTD | -10.7% | -27.3% | +16.6% | -7.8% |
| 1Y | +53.7% | -41.4% | +95.1% | +55.6% |
| All | +53.7% | -42.5% | +96.2% | +55.6% |
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