-100.0%
SOXS vs ZS
+1.4%
-101.4%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.6% | -6.2% | -5.2% |
| 7D | -4.7% | -3.1% | -1.6% | -6.5% |
| 30D | +7.7% | -7.2% | +14.9% | +3.7% |
| 3M | -10.2% | +30.5% | -40.6% | +6.9% |
| 6M | -99.2% | +7.0% | -106.2% | -99.0% |
| YTD | -99.5% | -26.8% | -72.7% | -99.6% |
| 1Y | -99.8% | -42.6% | -57.2% | -99.9% |
| 3Y | -100.0% | -0.3% | -99.7% | -100.0% |
| All | -100.0% | +1.4% | -101.4% | -100.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling