+44.7%
IBKR vs HDB
-34.6%
+79.3%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | +0.1% | -0.3% |
| 7D | -3.3% | +0.4% | -3.7% | -3.4% |
| 30D | +4.5% | -2.8% | +7.3% | +5.1% |
| 3M | +6.5% | -3.5% | +10.0% | +6.4% |
| 6M | +34.2% | -24.7% | +58.9% | +32.2% |
| YTD | +44.5% | -36.6% | +81.0% | +33.6% |
| 1Y | +44.7% | -34.4% | +79.1% | +36.2% |
| All | +44.7% | -34.6% | +79.3% | +36.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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