+174.6%
SMTC vs ZBRA
+14.4%
+160.1%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.8% | +3.2% | +4.5% |
| 7D | +13.1% | -3.4% | +16.5% | +14.3% |
| 30D | +19.5% | -7.4% | +26.9% | +22.5% |
| 3M | +2.2% | +57.5% | -55.3% | -14.5% |
| 6M | +94.9% | +64.0% | +30.9% | +60.4% |
| YTD | +127.0% | +44.3% | +82.7% | +92.7% |
| 1Y | +174.6% | +10.9% | +163.7% | +154.7% |
| All | +174.6% | +14.4% | +160.1% | +154.7% |
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