+651.5%
ADI vs IBKR
+1,011.6%
-360.1%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +2.2% | +2.7% | +3.9% |
| 7D | +4.6% | -1.3% | +5.9% | +5.2% |
| 30D | -1.2% | -0.2% | -0.9% | -1.3% |
| 3M | -7.8% | +3.0% | -10.8% | -9.4% |
| 6M | +19.3% | +33.9% | -14.5% | +4.5% |
| YTD | +40.9% | +42.5% | -1.6% | +19.3% |
| 1Y | +54.5% | +44.9% | +9.6% | +29.2% |
| 3Y | +123.4% | +293.0% | -169.6% | +16.0% |
| 5Y | +142.3% | +497.7% | -355.3% | +0.1% |
| All | +651.5% | +1,011.6% | -360.1% | +156.1% |
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