+995.8%
SMH vs ZS
+498.3%
+497.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.6% | +0.8% | +1.3% |
| 7D | +0.3% | -3.1% | +3.4% | +1.0% |
| 30D | -2.8% | -7.2% | +4.4% | -1.4% |
| 3M | -6.7% | +30.5% | -37.2% | -13.5% |
| 6M | +41.8% | +7.0% | +34.8% | +33.0% |
| YTD | +57.9% | -26.8% | +84.7% | +62.2% |
| 1Y | +87.6% | -42.6% | +130.2% | +105.0% |
| 3Y | +282.9% | -0.3% | +283.2% | +253.2% |
| 5Y | +330.4% | -39.2% | +369.6% | +316.6% |
| All | +995.8% | +498.3% | +497.4% | +575.8% |
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