+293.0%
IBKR vs BWA
+70.7%
+222.3%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.5% | +0.7% | +1.8% |
| 7D | -1.3% | -1.3% | 0.0% | -1.0% |
| 30D | -0.2% | -2.9% | +2.7% | +0.5% |
| 3M | +3.0% | -10.7% | +13.7% | +5.7% |
| 6M | +33.9% | +26.5% | +7.4% | +25.9% |
| YTD | +42.5% | +49.1% | -6.6% | +26.8% |
| 1Y | +44.9% | +52.1% | -7.2% | +28.1% |
| 3Y | +293.0% | +72.6% | +220.4% | +213.2% |
| All | +293.0% | +70.7% | +222.3% | +213.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling