+10.6%
IBKR vs IRE
-97.6%
+108.2%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -23.2% | +23.8% | +2.8% |
| 7D | -6.8% | -46.8% | +40.1% | -1.8% |
| 30D | -12.5% | -75.5% | +63.0% | -2.1% |
| 3M | -12.0% | -79.4% | +67.4% | -1.6% |
| 6M | -4.5% | -91.3% | +86.8% | +8.4% |
| YTD | +21.5% | -90.8% | +112.3% | +27.8% |
| 1Y | +10.6% | -97.7% | +108.4% | +26.1% |
| All | +10.6% | -97.6% | +108.2% | +26.1% |
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