+990.2%
IBKR vs GEN
+159.8%
+830.4%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.0% | +1.2% | +2.0% |
| 7D | -1.3% | -1.3% | -0.1% | -1.0% |
| 30D | -0.2% | +6.1% | -6.3% | -1.7% |
| 3M | +3.0% | +27.0% | -24.0% | -3.0% |
| 6M | +33.9% | +43.9% | -10.0% | +21.7% |
| YTD | +42.5% | +13.0% | +29.5% | +37.0% |
| 1Y | +44.9% | +4.0% | +40.8% | +41.8% |
| 3Y | +293.0% | +66.2% | +226.8% | +245.2% |
| 5Y | +497.7% | +23.2% | +474.5% | +447.0% |
| All | +990.2% | +159.8% | +830.4% | +699.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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