-40.7%
DIS vs IBKR
+480.3%
-521.0%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.0% | +2.5% | +1.9% |
| 7D | -1.3% | -3.8% | +2.5% | -0.1% |
| 30D | +2.2% | -0.3% | +2.5% | +2.0% |
| 3M | +8.1% | +4.8% | +3.4% | +5.3% |
| 6M | +5.2% | +30.8% | -25.5% | -5.4% |
| YTD | -6.3% | +39.5% | -45.7% | -18.0% |
| 1Y | -7.3% | +43.7% | -50.9% | -20.2% |
| 3Y | +33.8% | +284.7% | -250.9% | -25.0% |
| 5Y | -40.7% | +484.9% | -525.6% | -74.7% |
| All | -40.7% | +480.3% | -521.0% | -74.7% |
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 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