+1,537.1%
SOXX vs ZTS
+58.7%
+1,478.4%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.2% | +1.7% | +1.8% |
| 7D | +1.4% | -3.7% | +5.1% | +3.2% |
| 30D | -3.6% | -0.8% | -2.8% | -3.7% |
| 3M | -10.2% | -9.7% | -0.4% | -7.0% |
| 6M | +54.2% | -38.4% | +92.6% | +91.4% |
| YTD | +75.2% | -41.1% | +116.3% | +122.4% |
| 1Y | +107.5% | -50.6% | +158.1% | +189.7% |
| 3Y | +226.8% | -59.1% | +285.9% | +392.2% |
| 5Y | +251.2% | -62.7% | +313.9% | +451.9% |
| All | +1,537.1% | +58.7% | +1,478.4% | +1,146.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling