+0.3%
ZBH vs SMTC
+698.5%
-698.2%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.1% | +2.8% | -1.3% |
| 7D | -2.3% | +11.0% | -13.3% | -2.2% |
| 30D | +12.5% | -28.5% | +41.0% | +12.4% |
| 3M | +3.9% | -14.2% | +18.1% | +3.5% |
| 6M | +25.4% | -18.0% | +43.4% | +24.6% |
| YTD | +15.7% | +55.5% | -39.8% | +11.8% |
| 1Y | +15.2% | +69.5% | -54.4% | +11.0% |
| 3Y | +0.3% | +699.7% | -699.3% | -14.1% |
| All | +0.3% | +698.5% | -698.2% | -14.1% |
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