+18.9%
SWKS vs ZBRA
+25.3%
-6.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.9% | -3.8% | -3.2% |
| 7D | -4.9% | -13.6% | +8.6% | -0.8% |
| 30D | -1.2% | -11.5% | +10.3% | +2.3% |
| 3M | +24.2% | -9.9% | +34.0% | +27.5% |
| 6M | +21.5% | +48.6% | -27.1% | +6.0% |
| YTD | +33.5% | +36.9% | -3.4% | +15.8% |
| 1Y | +18.9% | +27.7% | -8.8% | +7.8% |
| All | +18.9% | +25.3% | -6.4% | +7.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling