+11.6%
SWKS vs ZM
+57.7%
-46.1%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.4% | +3.1% | +2.8% |
| 7D | +10.9% | +10.0% | +0.9% | +7.9% |
| 30D | +17.6% | -0.5% | +18.1% | +17.5% |
| 3M | +29.2% | -7.1% | +36.3% | +31.1% |
| 6M | +37.0% | -5.1% | +42.1% | +37.3% |
| YTD | +44.9% | +13.2% | +31.7% | +36.2% |
| 1Y | +33.8% | +15.3% | +18.5% | +24.5% |
| All | +11.6% | +57.7% | -46.1% | -4.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling