-2.7%
SMCI vs ZBRA
+18.2%
-20.9%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.5% | +3.1% | +3.8% |
| 7D | +6.8% | +1.8% | +5.0% | +5.8% |
| 30D | +30.6% | -1.7% | +32.3% | +31.7% |
| 3M | -15.6% | +47.8% | -63.4% | -32.3% |
| 6M | +21.3% | +56.7% | -35.5% | -6.2% |
| YTD | +35.3% | +49.4% | -14.1% | +4.9% |
| 1Y | -2.7% | +16.5% | -19.3% | -22.1% |
| All | -2.7% | +18.2% | -20.9% | -22.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 1y: compounded portfolio wealth divided by compounded ZBRA 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…
1y analysis · Full analysis span regression · 6 months rolling