+65.1%
ZETA vs SWK
+55.2%
+9.9%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -2.6% | -4.7% | -6.9% |
| 7D | -10.0% | +11.3% | -21.2% | -10.9% |
| 30D | -10.6% | +28.1% | -38.7% | -12.8% |
| 3M | +8.9% | +12.6% | -3.7% | +8.1% |
| 6M | +65.1% | +51.7% | +13.4% | +62.7% |
| All | +65.1% | +55.2% | +9.9% | +62.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling