+601.8%
SMTC vs ZBRA
+33.8%
+568.0%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.2% | +3.0% | +2.3% |
| 7D | +22.5% | -1.8% | +24.3% | +23.7% |
| 30D | +24.9% | -8.8% | +33.7% | +32.6% |
| 3M | +4.1% | +47.2% | -43.2% | -24.6% |
| 6M | +92.6% | +61.3% | +31.3% | +27.7% |
| YTD | +122.5% | +42.0% | +80.5% | +58.5% |
| 1Y | +166.2% | +10.5% | +155.8% | +133.6% |
| All | +601.8% | +33.8% | +568.0% | +416.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling