+78.7%
SWK vs ZCMD
-99.9%
+178.6%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZCMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.8% | +2.4% | -1.4% |
| 7D | +11.3% | -3.0% | +14.3% | +11.3% |
| 30D | +31.5% | -39.5% | +71.0% | +32.0% |
| 3M | +14.4% | -57.8% | +72.2% | +15.2% |
| 6M | +46.4% | -99.7% | +146.1% | +52.2% |
| YTD | +61.6% | -99.9% | +161.4% | +70.4% |
| 1Y | +78.7% | -99.9% | +178.6% | +99.1% |
| All | +78.7% | -99.9% | +178.6% | +99.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ZCMD.
Daily Out/Under-Performance
Portfolio return minus ZCMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZCMD 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 ZCMD 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