+172.7%
SLV vs ZS
-40.8%
+213.4%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.6% | -0.3% | +2.1% |
| 7D | +2.8% | -3.8% | +6.6% | +3.0% |
| 30D | +2.2% | -6.0% | +8.2% | +2.5% |
| 3M | +2.9% | +32.0% | -29.1% | +1.1% |
| 6M | -22.4% | +2.1% | -24.6% | -23.1% |
| YTD | -5.7% | -26.2% | +20.4% | -4.5% |
| 1Y | +63.3% | -41.2% | +104.5% | +67.9% |
| 3Y | +189.0% | +3.3% | +185.7% | +182.2% |
| 5Y | +172.7% | -40.7% | +213.4% | +168.1% |
| All | +172.7% | -40.8% | +213.4% | +168.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling