-0.3%
ZS vs SOXQ
+232.9%
-233.2%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.8% | -1.1% | +0.1% |
| 7D | -3.1% | +0.8% | -3.9% | -3.4% |
| 30D | -7.2% | -4.6% | -2.6% | -5.9% |
| 3M | +30.5% | -10.2% | +40.6% | +32.7% |
| 6M | +7.0% | +49.7% | -42.7% | -14.4% |
| YTD | -26.8% | +67.2% | -94.1% | -45.2% |
| 1Y | -42.6% | +98.0% | -140.6% | -61.0% |
| 3Y | -0.3% | +237.2% | -237.5% | -56.8% |
| All | -0.3% | +232.9% | -233.2% | -56.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling