+20.1%
SWKS vs ZM
+7.7%
+12.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.2% | 0.0% | +1.0% |
| 7D | -6.2% | -5.9% | -0.3% | -5.2% |
| 30D | -1.5% | -5.2% | +3.7% | -0.8% |
| 3M | +23.0% | -11.3% | +34.2% | +25.0% |
| 6M | +27.6% | -14.5% | +42.1% | +29.9% |
| YTD | +32.3% | +4.2% | +28.2% | +31.6% |
| 1Y | +20.1% | +9.3% | +10.8% | +18.2% |
| All | +20.1% | +7.7% | +12.4% | +18.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ZM.
Daily Out/Under-Performance
Portfolio return minus ZM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZM 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 ZM 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