-0.8%
GOOG vs IBKR
+2.6%
-3.4%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -6.6% | +4.7% | -0.3% |
| 7D | -0.2% | -11.1% | +10.8% | +2.6% |
| 30D | -18.2% | -19.7% | +1.5% | -13.9% |
| 3M | -21.7% | -18.0% | -3.7% | -18.2% |
| 6M | -26.6% | -13.2% | -13.4% | -24.6% |
| YTD | -10.0% | +13.4% | -23.5% | -14.2% |
| 1Y | -0.8% | +2.0% | -2.8% | -2.7% |
| All | -0.8% | +2.6% | -3.4% | -2.7% |
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