+73.1%
BAC vs IBKR
+495.5%
-422.4%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.2% | -2.0% | -0.6% |
| 7D | 0.0% | -1.3% | +1.4% | +0.5% |
| 30D | -2.8% | -0.2% | -2.6% | -3.1% |
| 3M | +14.2% | +3.0% | +11.3% | +12.1% |
| 6M | +30.5% | +33.9% | -3.3% | +15.4% |
| YTD | +15.8% | +42.5% | -26.7% | -0.5% |
| 1Y | +26.2% | +44.9% | -18.7% | +6.9% |
| 3Y | +136.5% | +293.0% | -156.5% | +27.8% |
| All | +73.1% | +495.5% | -422.4% | -26.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling