+503.6%
IBKR vs LII
+19.1%
+484.5%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.8% | +3.9% | +2.7% |
| 7D | -1.3% | -6.3% | +4.9% | +0.5% |
| 30D | -0.2% | -13.0% | +12.8% | +3.7% |
| 3M | +3.0% | -29.0% | +32.0% | +12.3% |
| 6M | +33.9% | -27.7% | +61.5% | +44.5% |
| YTD | +42.5% | -24.2% | +66.7% | +51.2% |
| 1Y | +44.9% | -34.8% | +79.7% | +60.2% |
| 3Y | +293.0% | -4.2% | +297.2% | +276.3% |
| All | +503.6% | +19.1% | +484.5% | +442.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 5y: compounded portfolio wealth divided by compounded LII 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…
5y analysis · Full analysis span regression · 6 months rolling