-37.6%
ZS vs SMTC
+63.0%
-100.7%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.1% | +3.7% | -0.3% |
| 7D | -2.6% | +11.0% | -13.7% | -2.7% |
| 30D | -12.8% | -28.5% | +15.7% | -13.5% |
| 3M | +2.3% | -14.2% | +16.5% | +1.3% |
| 6M | +26.3% | -18.0% | +44.3% | +25.4% |
| YTD | -14.4% | +55.5% | -69.9% | -20.2% |
| 1Y | -37.6% | +69.5% | -107.2% | -43.1% |
| All | -37.6% | +63.0% | -100.7% | -43.1% |
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 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