+11.6%
SWKS vs IBKR
+302.6%
-291.0%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.4% | +4.1% | +3.2% |
| 7D | +10.9% | +11.8% | -1.0% | +7.1% |
| 30D | +17.6% | -7.0% | +24.6% | +19.9% |
| 3M | +29.2% | -11.2% | +40.4% | +32.8% |
| 6M | +37.0% | -3.7% | +40.6% | +36.4% |
| YTD | +44.9% | +26.8% | +18.1% | +29.0% |
| 1Y | +33.8% | +12.3% | +21.5% | +24.5% |
| All | +11.6% | +302.6% | -291.0% | -14.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling