+5,074.9%
DELL vs IBKR
+1,004.4%
+4,070.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +2.2% | +9.8% | +10.9% |
| 7D | +8.2% | -1.3% | +9.6% | +9.0% |
| 30D | +17.1% | -0.2% | +17.3% | +17.2% |
| 3M | +45.2% | +3.0% | +42.2% | +43.1% |
| 6M | +286.8% | +33.9% | +252.9% | +237.8% |
| YTD | +354.8% | +42.5% | +312.3% | +282.6% |
| 1Y | +358.3% | +44.9% | +313.4% | +281.7% |
| 3Y | +724.9% | +293.0% | +431.9% | +338.8% |
| 5Y | +1,193.7% | +497.7% | +696.0% | +464.3% |
| 10Y | +4,433.8% | +1,004.4% | +3,429.4% | +1,488.8% |
| All | +5,074.9% | +1,004.4% | +4,070.5% | +1,712.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling