+113.7%
SLV vs ZTS
-59.8%
+173.4%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +3.7% | -1.0% | +2.5% |
| 7D | +5.6% | -1.0% | +6.7% | +5.7% |
| 30D | -12.1% | +10.8% | -22.9% | -12.7% |
| 3M | -16.3% | +14.1% | -30.3% | -17.1% |
| 6M | -34.1% | +0.8% | -34.8% | -34.2% |
| YTD | -25.3% | -33.1% | +7.8% | -22.1% |
| 1Y | +9.6% | -30.0% | +39.6% | +13.6% |
| 3Y | +132.7% | -49.5% | +182.2% | +149.0% |
| 5Y | +113.7% | -60.2% | +173.9% | +127.5% |
| All | +113.7% | -59.8% | +173.4% | +127.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ZTS.
Daily Out/Under-Performance
Portfolio return minus ZTS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZTS 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 ZTS 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