+40.0%
HLT vs IBKR
+2.6%
+37.5%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -6.6% | +4.8% | -0.8% |
| 7D | +3.6% | -11.1% | +14.6% | +5.4% |
| 30D | +14.6% | -19.7% | +34.3% | +18.5% |
| 3M | +13.9% | -18.0% | +31.9% | +17.1% |
| 6M | +18.3% | -13.2% | +31.4% | +20.0% |
| YTD | +28.9% | +13.4% | +15.4% | +24.0% |
| 1Y | +40.0% | +2.0% | +38.1% | +37.3% |
| All | +40.0% | +2.6% | +37.5% | +37.3% |
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 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