-62.3%
ZTS vs SOXQ
+258.1%
-320.5%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.8% | -1.6% | -0.2% |
| 7D | -3.7% | +0.8% | -4.5% | -3.9% |
| 30D | -0.8% | -4.6% | +3.8% | 0.0% |
| 3M | -9.7% | -10.2% | +0.4% | -8.8% |
| 6M | -38.4% | +49.7% | -88.1% | -46.2% |
| YTD | -41.1% | +67.2% | -108.3% | -50.3% |
| 1Y | -50.6% | +98.0% | -148.6% | -60.4% |
| 3Y | -59.1% | +237.2% | -296.3% | -74.2% |
| All | -62.3% | +258.1% | -320.5% | -78.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling