+0.6%
ZS vs SMTC
+565.9%
-565.2%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.8% | +1.8% | +2.5% |
| 7D | -3.8% | +22.5% | -26.3% | -6.2% |
| 30D | -6.0% | +24.9% | -30.9% | -8.9% |
| 3M | +32.0% | +4.1% | +27.9% | +29.5% |
| 6M | +2.1% | +92.6% | -90.4% | -8.9% |
| YTD | -26.2% | +122.5% | -148.6% | -36.0% |
| 1Y | -41.2% | +166.2% | -207.4% | -50.7% |
| All | +0.6% | +565.9% | -565.2% | -34.0% |
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