-99.8%
SOXS vs ZS
-37.1%
-62.7%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.2% | -4.5% | -5.7% | -10.4% |
| 7D | -7.0% | -7.8% | +0.8% | -7.5% |
| 30D | +2.8% | +5.0% | -2.2% | +3.1% |
| 3M | -9.8% | +25.5% | -35.4% | -8.7% |
| 6M | -99.2% | +8.7% | -107.9% | -99.2% |
| YTD | -99.5% | -24.5% | -75.0% | -99.6% |
| 1Y | -99.8% | -36.7% | -63.1% | -99.8% |
| All | -99.8% | -37.1% | -62.7% | -99.8% |
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 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