+3.0%
DUK vs IBKR
+45.1%
-42.2%
-10.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.6% | -1.0% |
| 7D | 0.0% | -3.3% | +3.2% | -0.5% |
| 30D | -1.7% | +4.5% | -6.1% | -0.9% |
| 3M | -0.4% | +6.5% | -6.9% | +0.7% |
| 6M | -7.2% | +34.2% | -41.4% | -3.8% |
| YTD | +5.3% | +44.5% | -39.2% | +10.1% |
| 1Y | +3.0% | +44.7% | -41.7% | +7.5% |
| All | +3.0% | +45.1% | -42.2% | +7.5% |
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