+1,421.8%
IBKR vs PAAS
+130.5%
+1,291.3%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.7% | -1.1% | -1.7% |
| 7D | +0.6% | +2.0% | -1.4% | +0.5% |
| 30D | +3.7% | -0.1% | +3.8% | +3.6% |
| 3M | +4.2% | +8.2% | -4.0% | +3.3% |
| 6M | +36.6% | -13.8% | +50.4% | +37.9% |
| YTD | +41.9% | -0.6% | +42.5% | +41.2% |
| 1Y | +49.5% | +44.0% | +5.5% | +43.9% |
| 3Y | +291.3% | +246.6% | +44.7% | +245.8% |
| 5Y | +492.7% | +116.1% | +376.6% | +436.0% |
| 10Y | +994.0% | +202.7% | +791.2% | +813.3% |
| All | +1,421.8% | +130.5% | +1,291.3% | +931.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 all: compounded portfolio wealth divided by compounded PAAS 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…
all analysis · Full analysis span regression · 6 months rolling