+49.5%
SWK vs ZBRA
+50.6%
-1.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.1% | -0.5% | -0.4% |
| 7D | +11.0% | -10.9% | +21.9% | +17.0% |
| 30D | +30.1% | -16.6% | +46.6% | +41.1% |
| 3M | +14.7% | -11.6% | +26.2% | +20.9% |
| 6M | +44.5% | +40.2% | +4.3% | +16.7% |
| YTD | +59.4% | +32.6% | +26.8% | +31.1% |
| 1Y | +77.5% | +24.7% | +52.8% | +51.3% |
| 3Y | +49.5% | +56.3% | -6.8% | 0.0% |
| All | +49.5% | +50.6% | -1.1% | 0.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 3y: compounded portfolio wealth divided by compounded ZBRA 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…
3y analysis · Full analysis span regression · 6 months rolling