+23.5%
DIS vs IBKR
+1,011.6%
-988.1%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.2% | -1.5% | -0.1% |
| 7D | +1.2% | -1.3% | +2.5% | +1.6% |
| 30D | +3.2% | -0.2% | +3.5% | +2.9% |
| 3M | +7.0% | +3.0% | +4.1% | +4.6% |
| 6M | +6.4% | +33.9% | -27.4% | -6.1% |
| YTD | -5.6% | +42.5% | -48.1% | -19.2% |
| 1Y | -7.7% | +44.9% | -52.5% | -21.9% |
| 3Y | +33.2% | +293.0% | -259.8% | -27.5% |
| 5Y | -40.3% | +497.7% | -538.0% | -73.5% |
| All | +23.5% | +1,011.6% | -988.1% | -56.9% |
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