+49,460.4%
SMTC vs ZBRA
+8,965.3%
+40,495.1%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | -2.8% | +12.8% | +11.1% |
| 7D | +22.9% | +2.6% | +20.4% | +21.6% |
| 30D | +16.6% | -6.4% | +23.0% | +19.7% |
| 3M | +2.4% | +51.3% | -48.9% | -14.8% |
| 6M | +98.3% | +60.5% | +37.8% | +60.1% |
| YTD | +120.7% | +45.2% | +75.5% | +83.8% |
| 1Y | +168.3% | +12.3% | +155.9% | +147.0% |
| 3Y | +571.7% | +37.5% | +534.2% | +491.5% |
| 5Y | +114.0% | -39.2% | +153.2% | +149.0% |
| 10Y | +497.0% | +417.0% | +80.0% | +227.5% |
| All | +49,460.4% | +8,965.3% | +40,495.1% | +12,916.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling