+115.3%
ZIM vs SPY
+67.5%
+47.8%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.3% | +1.6% | +1.5% |
| 7D | -1.5% | -2.7% | +1.2% | +1.6% |
| 30D | -6.8% | -5.4% | -1.4% | -0.6% |
| 3M | +6.0% | -4.1% | +10.0% | +11.1% |
| 6M | +0.4% | +0.7% | -0.3% | -1.2% |
| YTD | +36.1% | +8.7% | +27.4% | +21.8% |
| 1Y | +97.1% | +10.9% | +86.2% | +72.2% |
| 3Y | +503.7% | +75.0% | +428.7% | +203.9% |
| All | +115.3% | +67.5% | +47.8% | +18.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling