+146.9%
SMTC vs ZBRA
+18.2%
+128.7%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +1.5% | +7.8% | +8.7% |
| 7D | +12.7% | +1.8% | +11.0% | +12.1% |
| 30D | +22.0% | -1.7% | +23.7% | +22.6% |
| 3M | -12.7% | +47.8% | -60.4% | -24.7% |
| 6M | +64.8% | +56.7% | +8.0% | +38.6% |
| YTD | +100.7% | +49.4% | +51.3% | +69.1% |
| 1Y | +146.9% | +16.5% | +130.3% | +127.5% |
| All | +146.9% | +18.2% | +128.7% | +127.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 ZBRA 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