+2.4%
SWKS vs IBKR
+45.1%
-42.7%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.4% | +3.9% | +3.6% |
| 7D | +12.5% | -3.3% | +15.8% | +13.3% |
| 30D | +10.5% | +4.5% | +6.0% | +8.8% |
| 3M | -7.4% | +6.5% | -13.9% | -9.1% |
| 6M | +32.7% | +34.2% | -1.5% | +21.4% |
| YTD | +19.2% | +44.5% | -25.3% | +5.2% |
| 1Y | +2.4% | +44.7% | -42.3% | -6.2% |
| All | +2.4% | +45.1% | -42.7% | -6.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IBKR.
Daily Out/Under-Performance
Portfolio return minus IBKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBKR 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 1y: compounded portfolio wealth divided by compounded IBKR 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…
1y analysis · Full analysis span regression · 6 months rolling