+1,428.5%
IBKR vs BBY
+249.0%
+1,179.6%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +3.1% | -0.9% | +1.3% |
| 7D | -1.3% | +0.6% | -1.9% | -1.5% |
| 30D | -0.2% | +9.4% | -9.6% | -3.2% |
| 3M | +3.0% | +19.3% | -16.4% | -2.9% |
| 6M | +33.9% | +47.9% | -14.1% | +17.7% |
| YTD | +42.5% | +39.6% | +2.9% | +27.0% |
| 1Y | +44.9% | +22.2% | +22.7% | +33.9% |
| 3Y | +293.0% | +45.0% | +248.0% | +232.6% |
| 5Y | +497.7% | +2.6% | +495.1% | +442.7% |
| 10Y | +1,004.4% | +250.5% | +753.9% | +534.8% |
| All | +1,428.5% | +249.0% | +1,179.6% | +601.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 all: compounded portfolio wealth divided by compounded BBY 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…
all analysis · Full analysis span regression · 6 months rolling