+990.2%
IBKR vs BIL
+25.3%
+964.9%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | 0.0% | +2.1% | +2.1% |
| 7D | -1.3% | +0.1% | -1.4% | -1.4% |
| 30D | -0.2% | +0.3% | -0.5% | -0.6% |
| 3M | +3.0% | +0.9% | +2.0% | +1.7% |
| 6M | +33.9% | +1.8% | +32.0% | +30.2% |
| YTD | +42.5% | +2.5% | +40.0% | +36.7% |
| 1Y | +44.9% | +3.7% | +41.2% | +35.8% |
| 3Y | +293.0% | +14.1% | +278.9% | +207.5% |
| 5Y | +497.7% | +19.5% | +478.2% | +348.5% |
| All | +990.2% | +25.3% | +964.9% | +741.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 BIL 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