+502.1%
ADBE vs IBKR
+1,318.9%
-816.8%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.0% | -1.4% | -2.0% |
| 7D | -12.9% | -3.8% | -9.1% | -11.7% |
| 30D | -5.6% | -0.3% | -5.3% | -5.9% |
| 3M | +6.6% | +4.8% | +1.8% | +3.1% |
| 6M | -9.6% | +30.8% | -40.3% | -19.8% |
| YTD | -28.9% | +39.5% | -68.4% | -39.0% |
| 1Y | -28.9% | +43.7% | -72.6% | -40.3% |
| 3Y | -55.6% | +284.7% | -340.3% | -75.8% |
| 5Y | -62.2% | +484.9% | -547.1% | -82.9% |
| 10Y | +150.4% | +980.8% | -830.4% | -16.2% |
| All | +502.1% | +1,318.9% | -816.8% | +41.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling