-62.2%
ZTS vs SMTC
+115.0%
-177.3%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +10.0% | -12.9% | -3.6% |
| 7D | -4.8% | +22.9% | -27.7% | -6.1% |
| 30D | +1.2% | +16.6% | -15.4% | -0.2% |
| 3M | -6.0% | +2.4% | -8.4% | -7.0% |
| 6M | -38.7% | +98.3% | -137.0% | -43.7% |
| YTD | -40.6% | +120.7% | -161.3% | -46.2% |
| 1Y | -50.6% | +168.3% | -218.9% | -56.3% |
| 3Y | -58.7% | +571.7% | -630.5% | -70.8% |
| All | -62.2% | +115.0% | -177.3% | -65.6% |
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 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