+7,727.6%
SWKS vs ZBRA
+9,227.6%
-1,500.0%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.5% | +2.1% | +2.9% |
| 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% | -23.1% |
| 6M | +32.7% | +56.7% | -24.1% | +6.1% |
| YTD | +19.2% | +49.4% | -30.2% | -3.7% |
| 1Y | +2.4% | +16.5% | -14.2% | -8.3% |
| 3Y | -25.6% | +31.5% | -57.1% | -37.8% |
| 5Y | -53.4% | -38.6% | -14.8% | -47.4% |
| 10Y | +23.2% | +421.0% | -397.8% | -46.4% |
| All | +7,727.6% | +9,227.6% | -1,500.0% | +1,307.2% |
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