+90.6%
ZETA vs SWK
+76.3%
+14.3%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | -0.7% | +8.3% | +7.8% |
| 7D | +18.8% | -2.3% | +21.0% | +19.6% |
| 30D | +12.6% | +30.4% | -17.8% | +3.6% |
| 3M | +29.5% | +12.1% | +17.3% | +25.1% |
| 6M | +128.6% | +49.1% | +79.5% | +98.3% |
| YTD | +85.5% | +60.4% | +25.0% | +49.8% |
| 1Y | +90.6% | +78.3% | +12.3% | +40.4% |
| All | +90.6% | +76.3% | +14.3% | +40.4% |
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