+44.7%
IBKR vs BUD
+36.8%
+7.9%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.5% | -0.4% |
| 7D | -3.3% | +0.3% | -3.5% | -3.3% |
| 30D | +4.5% | -5.7% | +10.1% | +4.5% |
| 3M | +6.5% | +3.1% | +3.4% | +5.9% |
| 6M | +34.2% | +7.9% | +26.3% | +28.1% |
| YTD | +44.5% | +27.3% | +17.1% | +44.8% |
| 1Y | +44.7% | +37.8% | +6.9% | +51.4% |
| All | +44.7% | +36.8% | +7.9% | +51.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 1y: compounded portfolio wealth divided by compounded BUD 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…
1y analysis · Full analysis span regression · 6 months rolling