+3,046.0%
SOXX vs ZTS
+159.8%
+2,886.1%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.6% | -2.1% | -2.5% |
| 7D | +3.0% | -4.5% | +7.5% | +5.2% |
| 30D | -3.1% | -3.3% | +0.2% | -2.1% |
| 3M | -4.4% | -9.7% | +5.3% | -1.3% |
| 6M | +52.9% | -38.8% | +91.7% | +87.0% |
| YTD | +72.0% | -41.2% | +113.2% | +114.1% |
| 1Y | +105.1% | -50.3% | +155.4% | +177.0% |
| 3Y | +220.6% | -59.1% | +279.7% | +365.7% |
| 5Y | +244.8% | -62.8% | +307.6% | +420.0% |
| 10Y | +1,537.1% | +57.8% | +1,479.3% | +1,208.6% |
| All | +3,046.0% | +159.8% | +2,886.1% | +2,046.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling