+1,726.2%
BE vs IBKR
+291.8%
+1,434.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +2.2% | +4.5% | +4.9% |
| 7D | +9.0% | -1.3% | +10.4% | +10.2% |
| 30D | +16.3% | -0.2% | +16.5% | +15.8% |
| 3M | +10.8% | +3.0% | +7.8% | +9.3% |
| 6M | +73.2% | +33.9% | +39.3% | +39.2% |
| YTD | +217.4% | +42.5% | +174.9% | +144.7% |
| 1Y | +309.8% | +44.9% | +264.9% | +222.7% |
| 3Y | +1,726.2% | +293.0% | +1,433.2% | +974.2% |
| All | +1,726.2% | +291.8% | +1,434.3% | +974.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling