-36.7%
ZS vs SMTC
+154.8%
-191.5%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +9.2% | -13.7% | -4.7% |
| 7D | -7.8% | +12.7% | -20.6% | -8.1% |
| 30D | +5.0% | +22.0% | -16.9% | +4.2% |
| 3M | +25.5% | -12.7% | +38.2% | +26.1% |
| 6M | +8.7% | +64.8% | -56.1% | +5.2% |
| YTD | -24.5% | +100.7% | -125.2% | -29.0% |
| 1Y | -36.7% | +146.9% | -183.6% | -41.4% |
| All | -36.7% | +154.8% | -191.5% | -41.4% |
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