+43.7%
IBKR vs PL
+81.4%
-37.8%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.1% | +2.1% | -0.6% |
| 7D | -3.8% | -9.0% | +5.2% | -2.7% |
| 30D | -0.3% | -29.6% | +29.3% | +3.8% |
| 3M | +4.8% | -45.7% | +50.4% | +11.5% |
| 6M | +30.8% | -34.3% | +65.1% | +31.9% |
| YTD | +39.5% | -15.4% | +54.8% | +33.0% |
| 1Y | +43.7% | +86.1% | -42.4% | +15.5% |
| All | +43.7% | +81.4% | -37.8% | +15.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 PL 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