+100.6%
FLEX vs IBKR
+46.7%
+53.8%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +2.2% | +5.0% | +5.6% |
| 7D | +5.7% | -1.3% | +7.1% | +6.8% |
| 30D | -7.0% | -0.2% | -6.8% | -7.3% |
| 3M | -23.8% | +3.0% | -26.8% | -26.0% |
| 6M | +82.6% | +33.9% | +48.8% | +47.0% |
| YTD | +91.6% | +42.5% | +49.1% | +45.1% |
| 1Y | +100.6% | +44.9% | +55.7% | +53.5% |
| All | +100.6% | +46.7% | +53.8% | +53.5% |
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