-38.6%
ZS vs SMTC
+122.8%
-161.4%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +5.1% | -4.4% | -0.5% |
| 7D | -3.1% | +13.1% | -16.2% | -5.9% |
| 30D | -7.2% | +19.5% | -26.7% | -11.9% |
| 3M | +30.5% | +2.2% | +28.2% | +25.8% |
| 6M | +7.0% | +94.9% | -87.9% | -14.8% |
| YTD | -26.8% | +127.0% | -153.8% | -44.8% |
| 1Y | -42.6% | +174.6% | -217.2% | -59.6% |
| 3Y | -0.3% | +615.9% | -616.2% | -61.5% |
| All | -38.6% | +122.8% | -161.4% | -42.2% |
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