+87.6%
SMH vs ZTS
-50.3%
+138.0%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.3% | +1.5% |
| 7D | +0.3% | -3.7% | +4.0% | +0.2% |
| 30D | -2.8% | -0.8% | -2.0% | -2.9% |
| 3M | -6.7% | -9.7% | +3.0% | -6.1% |
| 6M | +41.8% | -38.4% | +80.2% | +52.6% |
| YTD | +57.9% | -41.1% | +99.0% | +71.8% |
| 1Y | +87.6% | -50.6% | +138.3% | +115.7% |
| All | +87.6% | -50.3% | +138.0% | +115.7% |
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