+9.4%
SWKS vs ZM
+38.3%
-28.9%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.2% | 0.0% | +1.0% |
| 7D | -6.2% | -5.9% | -0.3% | -5.0% |
| 30D | -1.5% | -5.2% | +3.7% | -0.6% |
| 3M | +23.0% | -11.3% | +34.2% | +25.3% |
| 6M | +27.6% | -14.5% | +42.1% | +30.5% |
| YTD | +32.3% | +4.2% | +28.2% | +29.3% |
| 1Y | +20.1% | +9.3% | +10.8% | +16.1% |
| 3Y | +0.6% | +45.4% | -44.7% | -8.5% |
| 5Y | -42.3% | -66.0% | +23.7% | -39.9% |
| All | +9.4% | +38.3% | -28.9% | +10.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling