-25.2%
SWKS vs ZBH
-15.7%
-9.6%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.9% | +4.4% | +3.8% |
| 7D | +12.5% | -2.8% | +15.3% | +13.4% |
| 30D | +10.5% | -0.1% | +10.6% | +10.4% |
| 3M | -7.4% | +13.4% | -20.8% | -11.8% |
| 6M | +32.7% | +3.0% | +29.7% | +30.5% |
| YTD | +19.2% | +9.7% | +9.5% | +14.3% |
| 1Y | +2.4% | -5.4% | +7.8% | +3.0% |
| All | -25.2% | -15.7% | -9.6% | -21.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling