+1,444.3%
SWK vs ZBRA
+8,164.1%
-6,719.7%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.6% | +0.2% | -1.0% |
| 7D | +11.3% | -2.5% | +13.8% | +12.1% |
| 30D | +31.5% | -17.0% | +48.5% | +37.8% |
| 3M | +14.4% | -15.0% | +29.4% | +19.1% |
| 6M | +46.4% | +42.2% | +4.2% | +31.7% |
| YTD | +61.6% | +32.4% | +29.2% | +47.6% |
| 1Y | +78.7% | +23.3% | +55.4% | +66.4% |
| 3Y | +54.4% | +55.9% | -1.5% | +35.3% |
| 5Y | -25.3% | -44.8% | +19.5% | -18.1% |
| 10Y | +22.4% | +371.4% | -349.0% | -15.0% |
| All | +1,444.3% | +8,164.1% | -6,719.7% | +635.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling