+2,897.6%
IBKR vs BUD
+192.2%
+2,705.4%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.2% | +1.4% | 0.0% |
| 7D | +1.3% | -1.3% | +2.6% | +1.8% |
| 30D | -0.3% | -6.1% | +5.8% | +1.6% |
| 3M | +4.7% | -3.8% | +8.4% | +5.5% |
| 6M | +34.0% | +8.2% | +25.9% | +29.7% |
| YTD | +40.8% | +23.6% | +17.2% | +30.0% |
| 1Y | +45.7% | +33.4% | +12.3% | +30.8% |
| 3Y | +288.4% | +45.3% | +243.0% | +230.1% |
| 5Y | +487.2% | +44.3% | +442.9% | +392.4% |
| 10Y | +991.2% | -22.8% | +1,014.0% | +947.6% |
| All | +2,897.6% | +192.2% | +2,705.4% | +1,632.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling