+43.4%
SMH vs ZTS
-26.9%
+70.3%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +7.5% | -10.2% | -1.6% |
| 7D | -11.2% | +15.4% | -26.6% | -9.1% |
| 30D | -20.4% | +25.8% | -46.2% | -17.9% |
| 3M | -12.4% | +18.1% | -30.5% | -10.0% |
| 6M | -0.5% | -19.7% | +19.2% | +7.2% |
| YTD | +40.0% | -27.5% | +67.5% | +54.3% |
| 1Y | +43.4% | -26.7% | +70.1% | +58.2% |
| All | +43.4% | -26.9% | +70.3% | +58.2% |
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