+155.4%
ZION vs SPY
+315.0%
-159.6%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.4% | -0.1% | -0.5% |
| 7D | -0.2% | +0.1% | -0.3% | -0.4% |
| 30D | +6.0% | -3.3% | +9.3% | +10.0% |
| 3M | -5.2% | -2.4% | -2.7% | -2.7% |
| 6M | +7.5% | +2.6% | +5.0% | +3.5% |
| YTD | +15.6% | +11.2% | +4.4% | +1.1% |
| 1Y | +30.7% | +13.4% | +17.3% | +11.6% |
| 3Y | +122.9% | +79.9% | +43.0% | +12.3% |
| 5Y | +20.2% | +72.2% | -52.0% | -35.3% |
| 10Y | +155.4% | +307.3% | -151.9% | -50.2% |
| All | +155.4% | +315.0% | -159.6% | -50.2% |
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