-58.7%
ZTS vs SMTC
+556.3%
-615.0%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +10.0% | -12.9% | -3.2% |
| 7D | -4.8% | +22.9% | -27.7% | -5.3% |
| 30D | +1.2% | +16.6% | -15.4% | +0.7% |
| 3M | -6.0% | +2.4% | -8.4% | -6.3% |
| 6M | -38.7% | +98.3% | -137.0% | -41.6% |
| YTD | -40.6% | +120.7% | -161.3% | -43.8% |
| 1Y | -50.6% | +168.3% | -218.9% | -54.0% |
| 3Y | -58.7% | +571.7% | -630.5% | -67.6% |
| All | -58.7% | +556.3% | -615.0% | -67.6% |
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