+51.0%
HPQ vs IBKR
+495.5%
-444.5%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +2.2% | +6.2% | +7.8% |
| 7D | +9.8% | -1.3% | +11.1% | +10.2% |
| 30D | +22.4% | -0.2% | +22.6% | +22.0% |
| 3M | +45.2% | +3.0% | +42.2% | +42.4% |
| 6M | +96.4% | +33.9% | +62.6% | +75.9% |
| YTD | +65.4% | +42.5% | +22.9% | +44.0% |
| 1Y | +31.6% | +44.9% | -13.3% | +13.4% |
| 3Y | +37.0% | +293.0% | -256.0% | -20.6% |
| All | +51.0% | +495.5% | -444.5% | -29.8% |
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