-15.3%
ZBH vs SMTC
+26.3%
-41.6%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.1% | +2.8% | -1.2% |
| 7D | -2.3% | +11.0% | -13.3% | -2.6% |
| 30D | +12.5% | -28.5% | +41.0% | +13.5% |
| 3M | +3.9% | -14.2% | +18.1% | +3.4% |
| 6M | +25.4% | -18.0% | +43.4% | +24.1% |
| YTD | +15.7% | +55.5% | -39.8% | +8.4% |
| 1Y | +15.2% | +69.5% | -54.4% | +7.0% |
| 3Y | +0.3% | +699.7% | -699.3% | -28.1% |
| All | -15.3% | +26.3% | -41.6% | -15.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling