+130.8%
ZIM vs SPY
+17.2%
+113.6%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +0.9% |
| 7D | +6.8% | -2.0% | +8.8% | +8.9% |
| 30D | +20.1% | -1.7% | +21.8% | +22.1% |
| 3M | +16.3% | +4.7% | +11.6% | +10.5% |
| 6M | +5.3% | +12.5% | -7.2% | -8.0% |
| YTD | +43.5% | +11.7% | +31.8% | +27.1% |
| 1Y | +130.8% | +17.5% | +113.3% | +88.4% |
| All | +130.8% | +17.2% | +113.6% | +88.4% |
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