+284.6%
IBKR vs IWD
+69.4%
+215.2%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.7% | -0.5% |
| 7D | -3.8% | -2.3% | -1.5% | -0.4% |
| 30D | -0.3% | -1.8% | +1.5% | +2.3% |
| 3M | +4.8% | +8.0% | -3.3% | -6.5% |
| 6M | +30.8% | +17.0% | +13.8% | +4.1% |
| YTD | +39.5% | +21.3% | +18.2% | +6.3% |
| 1Y | +43.7% | +27.9% | +15.7% | +2.3% |
| All | +284.6% | +69.4% | +215.2% | +123.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 3y: compounded portfolio wealth divided by compounded IWD 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…
3y analysis · Full analysis span regression · 6 months rolling