+100.5%
B vs IBKR
+1,343.5%
-1,242.9%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.8% | +0.3% | -1.3% |
| 7D | +2.3% | +0.6% | +1.7% | +2.3% |
| 30D | +1.4% | +3.7% | -2.3% | +1.0% |
| 3M | +12.2% | +4.2% | +8.0% | +11.8% |
| 6M | -2.1% | +36.6% | -38.8% | -4.6% |
| YTD | +2.9% | +41.9% | -38.9% | +0.2% |
| 1Y | +55.3% | +49.5% | +5.8% | +50.6% |
| 3Y | +198.7% | +291.3% | -92.6% | +171.4% |
| 5Y | +153.8% | +492.7% | -338.9% | +122.4% |
| 10Y | +193.4% | +994.0% | -800.6% | +140.1% |
| All | +100.5% | +1,343.5% | -1,242.9% | +28.1% |
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 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