+488.7%
IBKR vs DECK
+25.5%
+463.1%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.6% | -1.9% | -0.8% |
| 7D | -3.3% | -2.2% | -1.1% | -2.6% |
| 30D | +4.5% | -13.6% | +18.1% | +8.5% |
| 3M | +6.5% | -21.2% | +27.7% | +12.9% |
| 6M | +34.2% | -21.1% | +55.3% | +41.8% |
| YTD | +44.5% | -17.2% | +61.7% | +49.7% |
| 1Y | +44.7% | -30.7% | +75.4% | +56.4% |
| 3Y | +306.7% | -3.4% | +310.1% | +267.9% |
| All | +488.7% | +25.5% | +463.1% | +329.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DECK.
Daily Out/Under-Performance
Portfolio return minus DECK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DECK 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 DECK 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