+155.3%
HBAN vs IBKR
+1,011.6%
-856.4%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.2% | -1.4% | -0.3% |
| 7D | -1.0% | -1.3% | +0.4% | -0.4% |
| 30D | -5.6% | -0.2% | -5.4% | -6.0% |
| 3M | -1.1% | +3.0% | -4.1% | -3.8% |
| 6M | +9.9% | +33.9% | -24.0% | -7.1% |
| YTD | -0.9% | +42.5% | -43.5% | -19.5% |
| 1Y | -1.4% | +44.9% | -46.3% | -21.5% |
| 3Y | +78.2% | +293.0% | -214.8% | -22.4% |
| 5Y | +37.0% | +497.7% | -460.6% | -54.4% |
| All | +155.3% | +1,011.6% | -856.4% | -49.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling