+1,421.8%
IBKR vs HAS
+397.3%
+1,024.5%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.4% | +0.6% | -0.9% |
| 7D | +0.6% | -3.1% | +3.7% | +1.8% |
| 30D | +3.7% | -2.7% | +6.4% | +4.7% |
| 3M | +4.2% | +8.9% | -4.7% | +0.5% |
| 6M | +36.6% | -2.9% | +39.6% | +36.8% |
| YTD | +41.9% | +12.6% | +29.2% | +34.1% |
| 1Y | +49.5% | +17.5% | +32.0% | +38.9% |
| 3Y | +291.3% | +46.2% | +245.1% | +222.8% |
| 5Y | +492.7% | +12.6% | +480.1% | +427.8% |
| 10Y | +994.0% | +55.7% | +938.3% | +648.2% |
| All | +1,421.8% | +397.3% | +1,024.5% | +343.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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