+990.2%
IBKR vs DHI
+414.5%
+575.7%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.7% | +0.5% | +1.8% |
| 7D | -1.3% | -3.4% | +2.1% | -0.6% |
| 30D | -0.2% | -5.4% | +5.2% | +1.0% |
| 3M | +3.0% | -10.4% | +13.4% | +5.0% |
| 6M | +33.9% | -2.8% | +36.6% | +33.8% |
| YTD | +42.5% | -3.4% | +45.9% | +42.1% |
| 1Y | +44.9% | -22.9% | +67.8% | +51.4% |
| 3Y | +293.0% | +20.7% | +272.3% | +251.5% |
| 5Y | +497.7% | +62.1% | +435.5% | +373.8% |
| All | +990.2% | +414.5% | +575.7% | +477.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling