+2.0%
IBKR vs DHI
+9.9%
-7.9%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | +0.4% | -7.0% | -6.7% |
| 7D | -11.1% | +7.6% | -18.6% | -11.9% |
| 30D | -19.7% | +15.3% | -35.0% | -21.4% |
| 3M | -18.0% | +4.4% | -22.4% | -18.6% |
| 6M | -13.2% | +8.3% | -21.4% | -14.9% |
| YTD | +13.4% | +10.4% | +3.0% | +8.5% |
| 1Y | +2.0% | +9.8% | -7.8% | -3.8% |
| All | +2.0% | +9.9% | -7.9% | -3.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 1y: compounded portfolio wealth divided by compounded DHI 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…
1y analysis · Full analysis span regression · 6 months rolling