+62.7%
ZETA vs SMTC
+168.8%
-106.1%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.8% | -2.0% | -1.2% |
| 7D | -0.1% | +22.5% | -22.5% | -1.3% |
| 30D | +10.5% | +24.9% | -14.4% | +8.6% |
| 3M | +44.3% | +4.1% | +40.2% | +43.7% |
| 6M | +59.4% | +92.6% | -33.1% | +29.1% |
| YTD | +49.5% | +122.5% | -73.0% | +14.8% |
| 1Y | +62.7% | +166.2% | -103.5% | +28.5% |
| All | +62.7% | +168.8% | -106.1% | +28.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling