+10.6%
IBKR vs HRB
+16.9%
-6.3%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +4.4% | -3.8% | +0.9% |
| 7D | -6.8% | +16.0% | -22.8% | -5.8% |
| 30D | -12.5% | +32.1% | -44.6% | -10.9% |
| 3M | -12.0% | +21.5% | -33.6% | -10.7% |
| 6M | -4.5% | +82.1% | -86.6% | -1.0% |
| YTD | +21.5% | +31.6% | -10.1% | +26.8% |
| 1Y | +10.6% | +15.9% | -5.3% | +16.7% |
| All | +10.6% | +16.9% | -6.3% | +16.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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