+11.5%
SWKS vs ZBRA
+58.5%
-47.0%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.9% | -2.0% | -1.0% |
| 7D | +9.4% | +0.6% | +8.8% | +9.1% |
| 30D | +17.0% | -14.0% | +31.0% | +25.0% |
| 3M | +28.9% | -14.7% | +43.6% | +37.7% |
| 6M | +33.1% | +31.3% | +1.8% | +13.1% |
| YTD | +44.8% | +33.4% | +11.4% | +19.0% |
| 1Y | +36.2% | +34.1% | +2.1% | +11.6% |
| 3Y | +11.5% | +59.9% | -48.4% | -16.6% |
| All | +11.5% | +58.5% | -47.0% | -16.6% |
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