+503.6%
IBKR vs DHI
+61.2%
+442.4%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.7% | +0.5% | +1.9% |
| 7D | -1.3% | -3.4% | +2.1% | -0.9% |
| 30D | -0.2% | -5.4% | +5.2% | +0.5% |
| 3M | +3.0% | -10.4% | +13.4% | +4.2% |
| 6M | +33.9% | -2.8% | +36.6% | +33.7% |
| YTD | +42.5% | -3.4% | +45.9% | +42.2% |
| 1Y | +44.9% | -22.9% | +67.8% | +48.6% |
| 3Y | +293.0% | +20.7% | +272.3% | +258.1% |
| All | +503.6% | +61.2% | +442.4% | +399.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling