-49.6%
ZTS vs SMTC
+154.8%
-204.3%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +9.2% | -9.9% | -0.2% |
| 7D | -2.0% | +12.7% | -14.7% | -1.4% |
| 30D | +1.9% | +22.0% | -20.1% | +2.8% |
| 3M | -4.0% | -12.7% | +8.7% | -3.4% |
| 6M | -39.1% | +64.8% | -103.9% | -40.4% |
| YTD | -38.8% | +100.7% | -139.5% | -41.0% |
| 1Y | -49.6% | +146.9% | -196.5% | -53.3% |
| All | -49.6% | +154.8% | -204.3% | -53.3% |
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