+292.4%
C vs IBKR
+1,011.6%
-719.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.2% | -1.9% | -0.9% |
| 7D | +0.8% | -1.3% | +2.1% | +1.5% |
| 30D | +0.9% | -0.2% | +1.1% | +0.5% |
| 3M | +1.1% | +3.0% | -1.9% | -1.6% |
| 6M | +28.4% | +33.9% | -5.5% | +7.9% |
| YTD | +20.8% | +42.5% | -21.7% | -2.2% |
| 1Y | +43.4% | +44.9% | -1.4% | +13.9% |
| 3Y | +274.9% | +293.0% | -18.1% | +61.1% |
| 5Y | +136.7% | +497.7% | -361.0% | -25.3% |
| All | +292.4% | +1,011.6% | -719.2% | -23.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling