+46.1%
ASML vs IBKR
+10.3%
+35.8%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.5% | -4.1% | -3.9% |
| 7D | -10.0% | -6.8% | -3.2% | -6.4% |
| 30D | -19.4% | -12.5% | -6.9% | -13.3% |
| 3M | -12.5% | -12.0% | -0.4% | -7.0% |
| 6M | +8.2% | -4.5% | +12.7% | +8.8% |
| YTD | +40.7% | +21.5% | +19.3% | +18.8% |
| 1Y | +46.1% | +10.6% | +35.5% | +29.4% |
| All | +46.1% | +10.3% | +35.8% | +29.4% |
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 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