+18.9%
SWKS vs ZBH
+11.3%
+7.6%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +13.5% | -16.4% | -2.4% |
| 7D | -4.9% | +14.3% | -19.2% | -4.4% |
| 30D | -1.2% | +20.3% | -21.5% | -0.6% |
| 3M | +24.2% | +15.3% | +8.9% | +24.9% |
| 6M | +21.5% | +33.9% | -12.5% | +20.2% |
| YTD | +33.5% | +23.5% | +10.0% | +33.5% |
| 1Y | +18.9% | +7.9% | +11.0% | +18.4% |
| All | +18.9% | +11.3% | +7.6% | +18.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBH.
Daily Out/Under-Performance
Portfolio return minus ZBH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBH 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 ZBH 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