-26.7%
ZTS vs SWK
+87.6%
-114.3%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +13.1% | -5.6% | +3.7% |
| 7D | +15.4% | +17.9% | -2.5% | +10.2% |
| 30D | +25.8% | +31.9% | -6.2% | +16.8% |
| 3M | +18.1% | +16.6% | +1.5% | +12.9% |
| 6M | -19.7% | +61.1% | -80.9% | -30.6% |
| YTD | -27.5% | +64.2% | -91.7% | -37.9% |
| 1Y | -26.7% | +85.2% | -111.9% | -40.4% |
| All | -26.7% | +87.6% | -114.3% | -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