+1,421.8%
IBKR vs IBB
+683.7%
+738.1%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.2% | +0.4% | -0.4% |
| 7D | +0.6% | -1.7% | +2.3% | +1.7% |
| 30D | +3.7% | +4.9% | -1.2% | +0.2% |
| 3M | +4.2% | +24.2% | -20.0% | -10.0% |
| 6M | +36.6% | +23.8% | +12.8% | +18.2% |
| YTD | +41.9% | +23.0% | +18.9% | +23.2% |
| 1Y | +49.5% | +46.2% | +3.3% | +16.0% |
| 3Y | +291.3% | +64.8% | +226.5% | +175.2% |
| 5Y | +492.7% | +20.9% | +471.8% | +402.1% |
| 10Y | +994.0% | +121.6% | +872.4% | +478.9% |
| All | +1,421.8% | +683.7% | +738.1% | +116.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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