+55.3%
BE vs IBKR
+10.3%
+45.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +0.5% | -6.9% | -7.0% |
| 7D | -12.1% | -6.8% | -5.4% | -4.3% |
| 30D | -30.1% | -12.5% | -17.5% | -17.3% |
| 3M | -12.1% | -12.0% | -0.1% | +1.0% |
| 6M | -30.6% | -4.5% | -26.1% | -25.7% |
| YTD | +130.6% | +21.5% | +109.2% | +62.7% |
| 1Y | +55.3% | +10.6% | +44.7% | +36.0% |
| All | +55.3% | +10.3% | +45.0% | +36.0% |
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