+98.0%
ZETA vs SWK
+74.4%
+23.6%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.2% | -1.9% | -1.7% |
| 7D | +18.1% | -1.4% | +19.5% | +18.5% |
| 30D | +13.6% | +25.5% | -11.9% | +5.9% |
| 3M | +23.7% | +11.8% | +11.9% | +19.7% |
| 6M | +128.5% | +48.7% | +79.8% | +99.1% |
| YTD | +80.1% | +57.2% | +22.9% | +48.8% |
| 1Y | +98.0% | +75.3% | +22.7% | +49.9% |
| All | +98.0% | +74.4% | +23.6% | +49.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 1y: compounded portfolio wealth divided by compounded SWK 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…
1y analysis · Full analysis span regression · 6 months rolling