+185.2%
GE vs IBKR
+1,349.8%
-1,164.6%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.2% | -2.3% | -1.1% |
| 7D | -4.0% | -1.3% | -2.6% | -3.5% |
| 30D | -11.4% | -0.2% | -11.2% | -11.6% |
| 3M | -2.6% | +3.0% | -5.6% | -4.7% |
| 6M | -0.3% | +33.9% | -34.2% | -12.8% |
| YTD | +5.4% | +42.5% | -37.1% | -10.9% |
| 1Y | +15.5% | +44.9% | -29.3% | -3.6% |
| 3Y | +260.8% | +293.0% | -32.2% | +89.6% |
| 5Y | +421.6% | +497.7% | -76.0% | +122.2% |
| 10Y | +150.6% | +1,004.4% | -853.8% | -20.5% |
| All | +185.2% | +1,349.8% | -1,164.6% | -39.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling