-8.8%
SMCI vs ZTS
-50.3%
+41.6%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.2% | +7.1% | +7.3% |
| 7D | +1.3% | -3.7% | +5.0% | +1.6% |
| 30D | +6.6% | -0.8% | +7.4% | +6.6% |
| 3M | +25.4% | -9.7% | +35.2% | +27.6% |
| 6M | +26.1% | -38.4% | +64.5% | +46.5% |
| YTD | +37.0% | -41.1% | +78.1% | +62.9% |
| 1Y | -8.8% | -50.6% | +41.9% | +19.2% |
| All | -8.8% | -50.3% | +41.6% | +19.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ZTS.
Daily Out/Under-Performance
Portfolio return minus ZTS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZTS 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 ZTS 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