+990.2%
IBKR vs HDB
+42.1%
+948.1%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +6.9% | -4.7% | -0.2% |
| 7D | -1.3% | +0.7% | -2.0% | -1.6% |
| 30D | -0.2% | +1.0% | -1.2% | -0.7% |
| 3M | +3.0% | -2.0% | +4.9% | +2.9% |
| 6M | +33.9% | -18.1% | +52.0% | +42.4% |
| YTD | +42.5% | -36.1% | +78.6% | +64.5% |
| 1Y | +44.9% | -34.0% | +78.9% | +64.8% |
| 3Y | +293.0% | -26.7% | +319.7% | +320.7% |
| 5Y | +497.7% | -33.9% | +531.5% | +550.9% |
| All | +990.2% | +42.1% | +948.1% | +811.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling