+990.2%
IBKR vs ALLY
+189.7%
+800.5%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.2% | +2.4% | +2.3% |
| 7D | -1.3% | -3.8% | +2.4% | +0.1% |
| 30D | -0.2% | -4.9% | +4.7% | +1.7% |
| 3M | +3.0% | -2.6% | +5.5% | +3.9% |
| 6M | +33.9% | +15.7% | +18.1% | +26.3% |
| YTD | +42.5% | -5.2% | +47.7% | +44.8% |
| 1Y | +44.9% | +2.8% | +42.0% | +42.4% |
| 3Y | +293.0% | +63.4% | +229.6% | +214.8% |
| 5Y | +497.7% | -2.6% | +500.2% | +463.6% |
| All | +990.2% | +189.7% | +800.5% | +481.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 ALLY 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