+31.0%
F vs IBKR
+45.1%
-14.1%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.8% | +1.5% |
| 7D | +5.3% | -3.3% | +8.6% | +6.1% |
| 30D | +4.6% | +4.5% | +0.1% | +3.2% |
| 3M | -3.7% | +6.5% | -10.1% | -5.9% |
| 6M | +16.8% | +34.2% | -17.4% | +7.0% |
| YTD | +15.3% | +44.5% | -29.2% | +3.7% |
| 1Y | +31.0% | +44.7% | -13.7% | +18.5% |
| All | +31.0% | +45.1% | -14.1% | +18.5% |
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