+2.0%
IBKR vs FRSH
+16.1%
-14.1%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | -4.2% | -2.4% | -6.2% |
| 7D | -11.1% | -15.4% | +4.3% | -9.7% |
| 30D | -19.7% | -7.7% | -12.0% | -19.1% |
| 3M | -18.0% | +10.2% | -28.2% | -18.5% |
| 6M | -13.2% | +38.2% | -51.4% | -16.6% |
| YTD | +13.4% | +3.7% | +9.8% | +9.0% |
| 1Y | +2.0% | +14.8% | -12.8% | -5.0% |
| All | +2.0% | +16.1% | -14.1% | -5.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FRSH.
Daily Out/Under-Performance
Portfolio return minus FRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRSH 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 FRSH 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