+18.7%
HPQ vs IBKR
+45.1%
-26.5%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.4% | +2.6% | +2.3% |
| 7D | +6.9% | -3.3% | +10.2% | +7.2% |
| 30D | +14.4% | +4.5% | +10.0% | +13.5% |
| 3M | +25.6% | +6.5% | +19.1% | +23.5% |
| 6M | +75.0% | +34.2% | +40.8% | +64.3% |
| YTD | +50.7% | +44.5% | +6.2% | +38.8% |
| 1Y | +18.7% | +44.7% | -26.0% | +12.0% |
| All | +18.7% | +45.1% | -26.5% | +12.0% |
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 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