+215.6%
SMH vs ZTS
-48.0%
+263.6%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.0% | -4.0% | -3.1% |
| 7D | +4.9% | +5.6% | -0.7% | +4.3% |
| 30D | -13.8% | +12.1% | -25.9% | -14.6% |
| 3M | -17.4% | +11.3% | -28.6% | -18.2% |
| 6M | -15.0% | +14.3% | -29.3% | -16.6% |
| YTD | +35.2% | -31.9% | +67.0% | +48.3% |
| 1Y | +41.6% | -29.3% | +70.9% | +53.6% |
| 3Y | +215.6% | -48.0% | +263.7% | +253.1% |
| All | +215.6% | -48.0% | +263.6% | +253.1% |
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