+72.2%
SMTC vs ZBRA
+25.3%
+47.0%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +0.9% | -13.8% | -13.2% |
| 7D | -24.5% | -13.6% | -10.9% | -20.9% |
| 30D | -42.5% | -11.5% | -31.0% | -40.1% |
| 3M | -14.1% | -9.9% | -4.2% | -11.2% |
| 6M | +3.6% | +48.6% | -45.0% | -11.0% |
| YTD | +50.6% | +36.9% | +13.7% | +29.3% |
| 1Y | +72.2% | +27.7% | +44.6% | +59.0% |
| All | +72.2% | +25.3% | +47.0% | +59.0% |
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