+22.4%
ZM vs SWK
+37.3%
-15.0%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.9% | +2.4% | +3.2% |
| 7D | +2.9% | -0.4% | +3.4% | +2.9% |
| 30D | +0.7% | -5.7% | +6.4% | +0.8% |
| 3M | -3.7% | +24.1% | -27.8% | -4.0% |
| 6M | +29.9% | +24.7% | +5.2% | +30.0% |
| YTD | +17.4% | +33.9% | -16.5% | +15.1% |
| 1Y | +22.4% | +34.7% | -12.3% | +18.1% |
| All | +22.4% | +37.3% | -15.0% | +18.1% |
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