+293.0%
IBKR vs OPEN
-27.3%
+320.3%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.4% | +2.5% | +2.2% |
| 7D | -1.3% | -11.4% | +10.1% | -0.7% |
| 30D | -0.2% | -20.1% | +19.8% | +1.0% |
| 3M | +3.0% | -37.6% | +40.5% | +5.4% |
| 6M | +33.9% | -47.1% | +80.9% | +37.8% |
| YTD | +42.5% | -52.1% | +94.6% | +46.9% |
| 1Y | +44.9% | -73.5% | +118.3% | +51.6% |
| 3Y | +293.0% | -24.4% | +317.4% | +262.9% |
| All | +293.0% | -27.3% | +320.3% | +262.9% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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