+990.2%
IBKR vs BWA
+156.8%
+833.4%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.5% | +0.7% | +1.6% |
| 7D | -1.3% | -1.3% | 0.0% | -0.9% |
| 30D | -0.2% | -2.9% | +2.7% | +0.8% |
| 3M | +3.0% | -10.7% | +13.7% | +7.1% |
| 6M | +33.9% | +26.5% | +7.4% | +22.1% |
| YTD | +42.5% | +49.1% | -6.6% | +20.4% |
| 1Y | +44.9% | +52.1% | -7.2% | +21.1% |
| 3Y | +293.0% | +72.6% | +220.4% | +202.2% |
| 5Y | +497.7% | +89.4% | +408.2% | +330.7% |
| All | +990.2% | +156.8% | +833.4% | +571.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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