+31.0%
SWKS vs ZBRA
+411.1%
-380.0%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.8% | +4.6% | +3.3% |
| 7D | +11.8% | +2.6% | +9.3% | +10.4% |
| 30D | +6.7% | -6.4% | +13.1% | +10.2% |
| 3M | 0.0% | +51.3% | -51.3% | -20.9% |
| 6M | +38.7% | +60.5% | -21.8% | +4.9% |
| YTD | +21.4% | +45.2% | -23.8% | -4.5% |
| 1Y | +2.9% | +12.3% | -9.4% | -8.0% |
| 3Y | -16.4% | +37.5% | -53.9% | -34.9% |
| 5Y | -51.2% | -39.2% | -12.0% | -43.8% |
| 10Y | +31.0% | +417.0% | -386.0% | -43.0% |
| All | +31.0% | +411.1% | -380.0% | -43.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling