+174.6%
ZTS vs SWKS
+289.9%
-115.2%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.5% | -4.2% | -1.5% |
| 7D | -2.0% | +12.5% | -14.5% | -4.9% |
| 30D | +1.9% | +10.5% | -8.6% | -0.9% |
| 3M | -4.0% | -7.4% | +3.4% | -3.2% |
| 6M | -39.1% | +32.7% | -71.8% | -44.9% |
| YTD | -38.8% | +19.2% | -58.0% | -43.1% |
| 1Y | -49.6% | +2.4% | -51.9% | -51.4% |
| 3Y | -59.0% | -25.6% | -33.4% | -58.8% |
| 5Y | -61.8% | -53.4% | -8.3% | -57.6% |
| 10Y | +61.4% | +23.2% | +38.3% | +32.0% |
| All | +174.6% | +289.9% | -115.2% | +109.5% |
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