+44.6%
SMCI vs ZS
+1.4%
+43.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.6% | +6.6% | +7.0% |
| 7D | +1.3% | -3.1% | +4.4% | +2.4% |
| 30D | +6.6% | -7.2% | +13.8% | +8.9% |
| 3M | +25.4% | +30.5% | -5.0% | +9.6% |
| 6M | +26.1% | +7.0% | +19.2% | +11.1% |
| YTD | +37.0% | -26.8% | +63.8% | +50.1% |
| 1Y | -8.8% | -42.6% | +33.8% | +16.5% |
| 3Y | +44.6% | -0.3% | +44.9% | +5.9% |
| All | +44.6% | +1.4% | +43.2% | +5.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ZS.
Daily Out/Under-Performance
Portfolio return minus ZS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZS 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 ZS 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