+1,876.1%
SMCI vs ZS
+504.0%
+1,372.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +2.6% | -5.9% | -3.9% |
| 7D | +5.2% | -3.8% | +9.1% | +6.0% |
| 30D | +23.7% | -6.0% | +29.7% | +25.0% |
| 3M | -4.2% | +32.0% | -36.2% | -11.5% |
| 6M | +21.7% | +2.1% | +19.6% | +16.0% |
| YTD | +33.0% | -26.2% | +59.2% | +36.7% |
| 1Y | -9.3% | -41.2% | +31.9% | -1.2% |
| 3Y | +38.7% | +3.3% | +35.4% | +32.7% |
| 5Y | +967.2% | -40.7% | +1,007.9% | +953.3% |
| All | +1,876.1% | +504.0% | +1,372.1% | +1,304.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling