-91.6%
SOXS vs ZS
-31.8%
-59.8%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -0.3% | +9.1% | +8.8% |
| 7D | +46.7% | -12.3% | +58.9% | +47.3% |
| 30D | +97.0% | +11.2% | +85.7% | +93.6% |
| 3M | +39.5% | +37.5% | +2.0% | +33.6% |
| 6M | -54.9% | +57.8% | -112.8% | -58.2% |
| YTD | -90.4% | -0.2% | -90.2% | -92.3% |
| 1Y | -91.6% | -31.6% | -60.0% | -93.7% |
| All | -91.6% | -31.8% | -59.8% | -93.7% |
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