+199.5%
ZTS vs SWKS
+327.7%
-128.3%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -2.1% | -5.9% | -7.5% |
| 7D | +4.9% | -9.2% | +14.1% | +7.2% |
| 30D | +15.9% | -1.9% | +17.8% | +16.1% |
| 3M | +11.1% | +21.2% | -10.1% | +4.5% |
| 6M | -26.0% | +12.9% | -38.9% | -30.4% |
| YTD | -33.3% | +30.7% | -64.0% | -40.0% |
| 1Y | -30.3% | +14.1% | -44.5% | -35.1% |
| 3Y | -47.0% | -1.7% | -45.3% | -51.2% |
| 5Y | -59.7% | -43.0% | -16.7% | -58.0% |
| 10Y | +80.3% | +34.3% | +46.0% | +43.0% |
| All | +199.5% | +327.7% | -128.3% | +120.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SWKS.
Daily Out/Under-Performance
Portfolio return minus SWKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWKS 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 all: compounded portfolio wealth divided by compounded SWKS 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…
all analysis · Full analysis span regression · 6 months rolling