+1,770.3%
SMCI vs ZBRA
+435.2%
+1,335.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.8% | +5.4% | +6.4% |
| 7D | +1.3% | -3.4% | +4.7% | +3.0% |
| 30D | +6.6% | -7.4% | +14.0% | +10.6% |
| 3M | +25.4% | +57.5% | -32.1% | -0.6% |
| 6M | +26.1% | +64.0% | -37.8% | -0.8% |
| YTD | +37.0% | +44.3% | -7.3% | +13.6% |
| 1Y | -8.8% | +10.9% | -19.6% | -15.2% |
| 3Y | +44.6% | +37.5% | +7.1% | +22.1% |
| 5Y | +995.9% | -39.7% | +1,035.6% | +1,118.2% |
| All | +1,770.3% | +435.2% | +1,335.1% | +918.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling