+88.8%
ZIM vs SPY
+12.5%
+76.3%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.1% | +1.1% |
| 7D | +6.6% | +3.3% | +3.3% | +3.9% |
| 30D | -3.9% | -2.7% | -1.2% | -1.7% |
| 3M | +15.7% | -1.7% | +17.5% | +17.3% |
| 6M | +13.6% | +3.1% | +10.5% | +10.2% |
| YTD | +42.4% | +11.9% | +30.5% | +29.3% |
| All | +88.8% | +12.5% | +76.3% | +67.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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