+8,646.6%
SWKS vs ZBRA
+8,164.1%
+482.5%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.6% | +1.5% | +0.6% |
| 7D | -3.1% | -2.5% | -0.7% | -2.1% |
| 30D | +8.3% | -17.0% | +25.3% | +17.2% |
| 3M | +20.2% | -15.0% | +35.2% | +28.2% |
| 6M | +24.9% | +42.2% | -17.3% | +3.8% |
| YTD | +33.2% | +32.4% | +0.8% | +12.8% |
| 1Y | +23.6% | +23.3% | +0.3% | +8.0% |
| 3Y | +1.3% | +55.9% | -54.6% | -21.7% |
| 5Y | -40.6% | -44.8% | +4.2% | -29.8% |
| 10Y | +35.3% | +371.4% | -336.1% | -38.8% |
| All | +8,646.6% | +8,164.1% | +482.5% | +1,548.1% |
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