+2,747.9%
GOOGL vs IBKR
+1,318.9%
+1,429.1%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.0% | +1.5% | +0.9% |
| 7D | -2.8% | -3.8% | +1.0% | -1.6% |
| 30D | -3.2% | -0.3% | -2.9% | -3.4% |
| 3M | -6.6% | +4.8% | -11.4% | -8.8% |
| 6M | +8.5% | +30.8% | -22.3% | -2.1% |
| YTD | +6.5% | +39.5% | -33.0% | -6.7% |
| 1Y | +39.4% | +43.7% | -4.2% | +20.2% |
| 3Y | +146.2% | +284.7% | -138.5% | +45.2% |
| 5Y | +138.3% | +484.9% | -346.6% | +18.1% |
| 10Y | +751.7% | +980.8% | -229.1% | +225.0% |
| All | +2,747.9% | +1,318.9% | +1,429.1% | +690.3% |
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