+130.2%
ZION vs SPY
+308.5%
-178.3%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | +0.2% |
| 7D | +2.3% | +3.3% | -1.0% | -1.5% |
| 30D | +6.7% | -2.7% | +9.4% | +9.9% |
| 3M | -7.0% | -1.7% | -5.3% | -5.4% |
| 6M | +10.8% | +3.1% | +7.7% | +6.0% |
| YTD | +15.9% | +11.9% | +4.0% | +0.6% |
| 1Y | +30.5% | +12.0% | +18.5% | +13.2% |
| 3Y | +121.0% | +78.2% | +42.8% | +12.6% |
| 5Y | +19.9% | +73.2% | -53.4% | -35.9% |
| All | +130.2% | +308.5% | -178.3% | -55.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling