+40.4%
IBKR vs IRE
-84.4%
+124.8%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +14.0% | -14.3% | -1.6% |
| 7D | -3.3% | +54.8% | -58.1% | -7.3% |
| 30D | +4.5% | +18.4% | -13.9% | +1.6% |
| 3M | +6.5% | -66.7% | +73.2% | +11.6% |
| 6M | +34.2% | -52.3% | +86.5% | +29.5% |
| YTD | +44.5% | -52.3% | +96.8% | +32.6% |
| All | +40.4% | -84.4% | +124.8% | +38.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 IRE 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