+990.2%
IBKR vs BUD
-22.3%
+1,012.5%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.7% | +1.4% | +1.9% |
| 7D | -1.3% | -2.6% | +1.3% | -0.5% |
| 30D | -0.2% | -1.2% | +1.0% | +0.1% |
| 3M | +3.0% | -4.9% | +7.9% | +4.1% |
| 6M | +33.9% | +9.3% | +24.6% | +29.2% |
| YTD | +42.5% | +24.0% | +18.5% | +31.6% |
| 1Y | +44.9% | +34.5% | +10.3% | +29.9% |
| 3Y | +293.0% | +43.7% | +249.3% | +236.0% |
| 5Y | +497.7% | +46.0% | +451.6% | +399.3% |
| All | +990.2% | -22.3% | +1,012.5% | +842.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling