+39.0%
DVN vs IBKR
+10.3%
+28.7%
-22.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | +0.5% | -7.9% | -7.3% |
| 7D | -13.9% | -6.8% | -7.2% | -14.8% |
| 30D | -8.0% | -12.5% | +4.5% | -9.6% |
| 3M | +0.8% | -12.0% | +12.9% | -0.7% |
| 6M | -12.8% | -4.5% | -8.2% | -12.9% |
| YTD | +22.7% | +21.5% | +1.3% | +23.5% |
| 1Y | +39.0% | +10.6% | +28.4% | +41.7% |
| All | +39.0% | +10.3% | +28.7% | +41.7% |
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 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