-2.7%
SMCI vs ZYBT
-83.2%
+80.5%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.2% | +5.8% | +4.5% |
| 7D | +6.8% | -6.9% | +13.7% | +6.8% |
| 30D | +30.6% | -31.8% | +62.4% | +30.5% |
| 3M | -15.6% | +94.0% | -109.6% | -14.6% |
| 6M | +21.3% | +99.0% | -77.8% | +24.8% |
| YTD | +35.3% | +40.0% | -4.7% | +41.2% |
| 1Y | -2.7% | -79.5% | +76.8% | +11.4% |
| All | -2.7% | -83.2% | +80.5% | +11.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ZYBT.
Daily Out/Under-Performance
Portfolio return minus ZYBT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZYBT 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 ZYBT 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