+503.6%
IBKR vs BUD
+44.8%
+458.9%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.7% | +1.4% | +2.0% |
| 7D | -1.3% | -2.6% | +1.3% | -0.8% |
| 30D | -0.2% | -1.2% | +1.0% | 0.0% |
| 3M | +3.0% | -4.9% | +7.9% | +3.8% |
| 6M | +33.9% | +9.3% | +24.6% | +30.1% |
| YTD | +42.5% | +24.0% | +18.5% | +34.0% |
| 1Y | +44.9% | +34.5% | +10.3% | +33.2% |
| 3Y | +293.0% | +43.7% | +249.3% | +245.2% |
| All | +503.6% | +44.8% | +458.9% | +446.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling