+96.2%
SMH vs ZBRA
+18.2%
+78.1%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.5% | +1.1% | +2.2% |
| 7D | +2.5% | +1.8% | +0.7% | +2.1% |
| 30D | -0.5% | -1.7% | +1.2% | -0.1% |
| 3M | -9.6% | +47.8% | -57.4% | -19.0% |
| 6M | +42.1% | +56.7% | -14.7% | +24.6% |
| YTD | +57.4% | +49.4% | +8.1% | +38.3% |
| 1Y | +96.2% | +16.5% | +79.7% | +83.4% |
| All | +96.2% | +18.2% | +78.1% | +83.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 ZBRA 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