+1.5%
HON vs IBKR
+495.5%
-494.0%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.2% | -2.1% | -0.4% |
| 7D | -3.5% | -1.3% | -2.1% | -3.2% |
| 30D | -13.8% | -0.2% | -13.5% | -13.9% |
| 3M | -11.7% | +3.0% | -14.6% | -12.6% |
| 6M | -18.7% | +33.9% | -52.6% | -24.2% |
| YTD | +0.2% | +42.5% | -42.3% | -8.0% |
| 1Y | -3.1% | +44.9% | -47.9% | -11.7% |
| 3Y | +17.0% | +293.0% | -276.0% | -18.0% |
| All | +1.5% | +495.5% | -494.0% | -38.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling