+990.2%
IBKR vs HRB
+209.1%
+781.1%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.5% | +1.6% | +2.1% |
| 7D | -1.3% | -8.0% | +6.7% | +0.3% |
| 30D | -0.2% | -16.0% | +15.7% | +3.1% |
| 3M | +3.0% | +26.9% | -23.9% | -2.9% |
| 6M | +33.9% | +51.1% | -17.3% | +19.8% |
| YTD | +42.5% | +7.1% | +35.4% | +37.9% |
| 1Y | +44.9% | -9.6% | +54.5% | +45.5% |
| 3Y | +293.0% | +25.4% | +267.6% | +254.5% |
| 5Y | +497.7% | +114.9% | +382.7% | +357.3% |
| All | +990.2% | +209.1% | +781.1% | +594.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling