+247.9%
SOXX vs ZTS
-63.0%
+310.9%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.2% | +1.7% | +1.8% |
| 7D | +1.4% | -3.7% | +5.1% | +2.7% |
| 30D | -3.6% | -0.8% | -2.8% | -3.7% |
| 3M | -10.2% | -9.7% | -0.4% | -7.7% |
| 6M | +54.2% | -38.4% | +92.6% | +84.1% |
| YTD | +75.2% | -41.1% | +116.3% | +113.2% |
| 1Y | +107.5% | -50.6% | +158.1% | +174.5% |
| 3Y | +226.8% | -59.1% | +285.9% | +361.7% |
| All | +247.9% | -63.0% | +310.9% | +397.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling