+197.1%
ABT vs IBKR
+1,011.6%
-814.5%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.2% | -3.5% | -1.8% |
| 7D | -5.9% | -1.3% | -4.5% | -5.6% |
| 30D | -8.1% | -0.2% | -7.9% | -8.2% |
| 3M | +14.5% | +3.0% | +11.6% | +13.0% |
| 6M | -6.3% | +33.9% | -40.1% | -12.8% |
| YTD | -17.1% | +42.5% | -59.6% | -24.3% |
| 1Y | -21.4% | +44.9% | -66.2% | -28.9% |
| 3Y | +5.9% | +293.0% | -287.1% | -28.8% |
| 5Y | -12.8% | +497.7% | -510.4% | -50.2% |
| All | +197.1% | +1,011.6% | -814.5% | +36.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling