-8.9%
SWKS vs ZS
+608.8%
-617.7%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.1% | +1.9% | +0.3% |
| 7D | -3.1% | -13.4% | +10.3% | -0.1% |
| 30D | +8.3% | -16.6% | +24.9% | +12.3% |
| 3M | +20.2% | +10.3% | +9.9% | +15.2% |
| 6M | +24.9% | +28.1% | -3.2% | +12.8% |
| YTD | +33.2% | -13.3% | +46.5% | +29.9% |
| 1Y | +23.6% | -40.7% | +64.3% | +32.3% |
| 3Y | +1.3% | +11.4% | -10.1% | -9.8% |
| 5Y | -40.6% | -42.2% | +1.6% | -43.3% |
| All | -8.9% | +608.8% | -617.7% | -48.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ZS.
Daily Out/Under-Performance
Portfolio return minus ZS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZS 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 10y: compounded portfolio wealth divided by compounded ZS 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…
10y analysis · Full analysis span regression · 6 months rolling