+1,449.5%
IBKR vs SWK
+171.5%
+1,277.9%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.2% | -0.7% |
| 7D | -3.3% | -0.4% | -2.8% | -3.1% |
| 30D | +4.5% | -5.7% | +10.2% | +7.1% |
| 3M | +6.5% | +24.1% | -17.6% | -4.2% |
| 6M | +34.2% | +24.7% | +9.5% | +19.7% |
| YTD | +44.5% | +33.9% | +10.5% | +24.5% |
| 1Y | +44.7% | +34.7% | +10.0% | +23.2% |
| 3Y | +306.7% | +15.3% | +291.5% | +246.2% |
| 5Y | +489.9% | -39.3% | +529.1% | +554.5% |
| 10Y | +1,019.5% | +2.5% | +1,017.0% | +747.0% |
| All | +1,449.5% | +171.5% | +1,277.9% | +388.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 SWK 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