-20.8%
ZS vs SOXQ
+286.7%
-307.5%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.8% | -1.1% | -0.4% |
| 7D | -3.1% | +0.8% | -3.9% | -3.6% |
| 30D | -7.2% | -4.6% | -2.6% | -4.9% |
| 3M | +30.5% | -10.2% | +40.6% | +34.0% |
| 6M | +7.0% | +49.7% | -42.7% | -26.1% |
| YTD | -26.8% | +67.2% | -94.1% | -54.3% |
| 1Y | -42.6% | +98.0% | -140.6% | -69.0% |
| 3Y | -0.3% | +237.2% | -237.5% | -70.4% |
| 5Y | -39.2% | +261.3% | -300.5% | -82.7% |
| All | -20.8% | +286.7% | -307.5% | -77.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 SOXQ 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