-17.1%
SWKS vs ZBRA
+35.0%
-52.1%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.5% | +2.1% | +2.8% |
| 7D | +12.5% | +1.8% | +10.7% | +11.6% |
| 30D | +10.5% | -1.7% | +12.2% | +11.3% |
| 3M | -7.4% | +47.8% | -55.2% | -24.6% |
| 6M | +32.7% | +56.7% | -24.1% | +3.7% |
| YTD | +19.2% | +49.4% | -30.2% | -6.0% |
| 1Y | +2.4% | +16.5% | -14.2% | -8.2% |
| All | -17.1% | +35.0% | -52.1% | -34.8% |
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 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