-22.4%
ZBH vs SMTC
+546.3%
-568.7%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.9% | +0.6% | -2.3% |
| 7D | -6.6% | +17.5% | -24.1% | -6.8% |
| 30D | -4.9% | +21.3% | -26.2% | -5.3% |
| 3M | +5.1% | +3.1% | +2.0% | +5.0% |
| 6M | +1.3% | +81.7% | -80.3% | -1.5% |
| YTD | +3.4% | +115.9% | -112.6% | -0.3% |
| 1Y | -8.7% | +157.8% | -166.5% | -12.7% |
| All | -22.4% | +546.3% | -568.7% | -34.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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