+293.0%
IBKR vs DOW
-36.3%
+329.3%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -2.1% | +4.2% | +2.4% |
| 7D | -1.3% | -1.4% | 0.0% | -1.2% |
| 30D | -0.2% | -3.9% | +3.7% | +0.1% |
| 3M | +3.0% | -12.7% | +15.6% | +4.7% |
| 6M | +33.9% | -13.7% | +47.5% | +34.4% |
| YTD | +42.5% | +28.4% | +14.1% | +30.2% |
| 1Y | +44.9% | +21.8% | +23.1% | +33.3% |
| 3Y | +293.0% | -35.7% | +328.7% | +287.3% |
| All | +293.0% | -36.3% | +329.3% | +287.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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