-59.2%
ZTS vs SOXQ
+227.1%
-286.3%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.6% | +2.0% | -0.4% |
| 7D | -4.5% | +2.3% | -6.8% | -4.7% |
| 30D | -3.3% | -3.9% | +0.6% | -3.1% |
| 3M | -9.7% | -4.7% | -5.0% | -10.1% |
| 6M | -38.8% | +47.9% | -86.7% | -43.5% |
| YTD | -41.2% | +64.3% | -105.5% | -46.7% |
| 1Y | -50.3% | +95.7% | -146.0% | -56.3% |
| All | -59.2% | +227.1% | -286.3% | -70.6% |
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