+990.2%
IBKR vs ALL
+365.1%
+625.1%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.8% | +1.4% | +1.9% |
| 7D | -1.3% | -2.3% | +0.9% | -0.5% |
| 30D | -0.2% | -0.4% | +0.2% | -0.2% |
| 3M | +3.0% | +16.0% | -13.1% | -4.2% |
| 6M | +33.9% | +24.6% | +9.3% | +20.2% |
| YTD | +42.5% | +23.7% | +18.8% | +27.3% |
| 1Y | +44.9% | +27.7% | +17.1% | +26.9% |
| 3Y | +293.0% | +150.2% | +142.8% | +143.4% |
| 5Y | +497.7% | +117.1% | +380.6% | +283.5% |
| All | +990.2% | +365.1% | +625.1% | +335.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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