+1,395.9%
IBKR vs GEN
+343.3%
+1,052.6%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.7% | -1.7% | -1.2% |
| 7D | -3.8% | -4.3% | +0.5% | -2.4% |
| 30D | -0.3% | +3.8% | -4.1% | -1.6% |
| 3M | +4.8% | +22.3% | -17.5% | -2.5% |
| 6M | +30.8% | +39.0% | -8.2% | +15.9% |
| YTD | +39.5% | +11.9% | +27.6% | +32.5% |
| 1Y | +43.7% | +4.5% | +39.1% | +39.4% |
| 3Y | +284.7% | +59.0% | +225.7% | +219.9% |
| 5Y | +484.9% | +22.0% | +462.9% | +415.0% |
| 10Y | +980.8% | +155.0% | +825.8% | +550.8% |
| All | +1,395.9% | +343.3% | +1,052.6% | +458.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling