+286.8%
SMH vs ZTS
-59.0%
+345.8%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.1% |
| 7D | +4.3% | -3.8% | +8.1% | +4.8% |
| 30D | +0.9% | -2.0% | +2.9% | +1.0% |
| 3M | -2.8% | -10.2% | +7.4% | -1.4% |
| 6M | +45.6% | -39.4% | +85.0% | +61.3% |
| YTD | +59.5% | -40.8% | +100.3% | +77.6% |
| 1Y | +93.4% | -50.1% | +143.6% | +125.6% |
| All | +286.8% | -59.0% | +345.8% | +364.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling