-29.7%
ZTS vs SMTC
+66.6%
-96.3%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +10.3% | -10.2% | +1.0% |
| 7D | -7.4% | +12.9% | -20.3% | -6.4% |
| 30D | +9.9% | -25.6% | +35.5% | +7.4% |
| 3M | +10.3% | -4.5% | +14.9% | +10.4% |
| 6M | +9.2% | -8.3% | +17.5% | +9.5% |
| YTD | -32.9% | +69.9% | -102.8% | -33.5% |
| 1Y | -29.7% | +73.9% | -103.6% | -30.7% |
| All | -29.7% | +66.6% | -96.3% | -30.7% |
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