+8,659.3%
SWKS vs ZBRA
+8,301.1%
+358.1%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.5% | -0.7% | +0.1% |
| 7D | -2.7% | -9.5% | +6.8% | +1.4% |
| 30D | +8.5% | -15.6% | +24.1% | +16.5% |
| 3M | +17.3% | -13.2% | +30.5% | +23.9% |
| 6M | +25.1% | +44.5% | -19.4% | +3.2% |
| YTD | +33.3% | +34.5% | -1.2% | +12.2% |
| 1Y | +22.9% | +25.9% | -3.0% | +6.5% |
| 3Y | +5.5% | +61.3% | -55.8% | -19.5% |
| 5Y | -41.9% | -45.2% | +3.3% | -31.2% |
| 10Y | +32.4% | +386.5% | -354.1% | -40.9% |
| All | +8,659.3% | +8,301.1% | +358.1% | +1,538.6% |
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 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