-8.8%
SWKS vs ZS
+623.8%
-632.5%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | +0.1% | +0.6% |
| 7D | -2.7% | -11.1% | +8.3% | -0.3% |
| 30D | +8.5% | -14.8% | +23.3% | +12.0% |
| 3M | +17.3% | +18.0% | -0.7% | +10.6% |
| 6M | +25.1% | +30.8% | -5.7% | +12.5% |
| YTD | +33.3% | -11.5% | +44.9% | +29.5% |
| 1Y | +22.9% | -37.8% | +60.7% | +30.0% |
| 3Y | +5.5% | +16.6% | -11.1% | -7.0% |
| 5Y | -41.9% | -43.6% | +1.7% | -44.3% |
| All | -8.8% | +623.8% | -632.5% | -48.4% |
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