+3,105.4%
SMCI vs ZTS
+162.3%
+2,943.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.0% | +4.7% | +3.0% |
| 7D | +9.7% | -4.8% | +14.4% | +12.1% |
| 30D | +29.3% | +1.2% | +28.1% | +27.8% |
| 3M | -8.5% | -6.0% | -2.5% | -7.5% |
| 6M | +28.6% | -38.7% | +67.3% | +57.6% |
| YTD | +37.5% | -40.6% | +78.2% | +71.3% |
| 1Y | +0.5% | -50.6% | +51.1% | +37.0% |
| 3Y | +43.4% | -58.7% | +102.2% | +107.4% |
| 5Y | +1,008.2% | -62.8% | +1,071.0% | +1,557.3% |
| 10Y | +1,776.0% | +56.2% | +1,719.9% | +1,229.4% |
| All | +3,105.4% | +162.3% | +2,943.1% | +1,671.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling