-25.2%
SWKS vs ZS
+6.8%
-32.0%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -4.5% | +8.0% | +4.5% |
| 7D | +12.5% | -7.8% | +20.3% | +14.3% |
| 30D | +10.5% | +5.0% | +5.5% | +8.8% |
| 3M | -7.4% | +25.5% | -32.9% | -12.6% |
| 6M | +32.7% | +8.7% | +24.0% | +26.0% |
| YTD | +19.2% | -24.5% | +43.7% | +24.9% |
| 1Y | +2.4% | -36.7% | +39.1% | +12.9% |
| All | -25.2% | +6.8% | -32.0% | -35.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling