+1,122.2%
ZION vs SPY
+3,091.8%
-1,969.5%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.5% |
| 7D | +2.3% | +0.1% | +2.2% | +2.2% |
| 30D | -2.6% | +0.1% | -2.7% | -2.7% |
| 3M | +10.8% | +2.0% | +8.8% | +7.7% |
| 6M | +20.9% | +13.0% | +7.9% | +4.3% |
| YTD | +21.1% | +13.5% | +7.5% | +3.9% |
| 1Y | +23.0% | +20.0% | +3.1% | -0.8% |
| 3Y | +111.0% | +77.2% | +33.8% | +10.0% |
| 5Y | +44.4% | +81.9% | -37.5% | -25.7% |
| 10Y | +198.9% | +314.1% | -115.1% | -39.8% |
| All | +1,122.2% | +3,091.8% | -1,969.5% | -32.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling