+98.6%
DAL vs IBKR
+489.2%
-390.7%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.5% | +0.1% |
| 7D | +0.8% | +1.3% | -0.5% | +0.1% |
| 30D | -11.7% | -0.3% | -11.4% | -12.0% |
| 3M | -2.7% | +4.7% | -7.4% | -6.4% |
| 6M | +30.7% | +34.0% | -3.4% | +9.2% |
| YTD | +14.4% | +40.8% | -26.4% | -7.2% |
| 1Y | +31.2% | +45.7% | -14.5% | +3.9% |
| 3Y | +99.4% | +288.4% | -188.9% | -12.6% |
| 5Y | +98.6% | +487.2% | -388.6% | -35.5% |
| All | +98.6% | +489.2% | -390.7% | -35.5% |
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