+143.3%
DELL vs IBKR
+10.3%
+133.0%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +0.5% | -9.4% | -9.2% |
| 7D | -24.6% | -6.8% | -17.8% | -20.5% |
| 30D | -32.5% | -12.5% | -19.9% | -25.7% |
| 3M | -20.2% | -12.0% | -8.2% | -12.4% |
| 6M | +76.5% | -4.5% | +81.0% | +87.3% |
| YTD | +198.9% | +21.5% | +177.5% | +177.8% |
| 1Y | +143.3% | +10.6% | +132.7% | +139.6% |
| All | +143.3% | +10.3% | +133.0% | +139.6% |
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