-21.9%
DASH vs IBKR
+43.8%
-65.7%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.0% | +2.9% | +2.2% |
| 7D | -9.4% | -3.8% | -5.6% | -8.3% |
| 30D | -5.2% | -0.3% | -4.9% | -5.4% |
| 3M | +33.1% | +4.8% | +28.4% | +29.1% |
| 6M | +18.3% | +30.8% | -12.5% | +3.3% |
| YTD | -11.2% | +39.5% | -50.7% | -23.5% |
| 1Y | -21.9% | +43.7% | -65.6% | -34.7% |
| All | -21.9% | +43.8% | -65.7% | -34.7% |
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