+233.7%
SMH vs ZTS
-58.9%
+292.6%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.0% | -4.0% | -3.3% |
| 7D | +4.9% | +5.6% | -0.7% | +3.2% |
| 30D | -13.8% | +12.1% | -25.9% | -17.0% |
| 3M | -17.4% | +11.3% | -28.6% | -20.5% |
| 6M | -15.0% | +14.3% | -29.3% | -20.0% |
| YTD | +35.2% | -31.9% | +67.0% | +54.6% |
| 1Y | +41.6% | -29.3% | +70.9% | +58.7% |
| 3Y | +215.6% | -48.0% | +263.7% | +289.3% |
| All | +233.7% | -58.9% | +292.6% | +342.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling