-16.5%
ABT vs IBKR
+45.1%
-61.7%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | -0.1% | -0.4% |
| 7D | -3.7% | -3.3% | -0.4% | -3.8% |
| 30D | +2.5% | +4.5% | -2.0% | +2.8% |
| 3M | +20.2% | +6.5% | +13.7% | +19.7% |
| 6M | -2.9% | +34.2% | -37.1% | -4.3% |
| YTD | -11.9% | +44.5% | -56.4% | -13.1% |
| 1Y | -16.5% | +44.7% | -61.2% | -18.0% |
| All | -16.5% | +45.1% | -61.7% | -18.0% |
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