+36.2%
SWKS vs IBKR
+13.3%
+23.0%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.6% | -0.7% | -0.2% |
| 7D | +9.4% | +7.9% | +1.6% | +7.7% |
| 30D | +17.0% | -2.8% | +19.8% | +17.3% |
| 3M | +28.9% | -10.5% | +39.4% | +30.6% |
| 6M | +33.1% | -3.7% | +36.9% | +32.7% |
| YTD | +44.8% | +27.6% | +17.2% | +28.0% |
| 1Y | +36.2% | +22.5% | +13.7% | +23.4% |
| All | +36.2% | +13.3% | +23.0% | +23.4% |
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