+44.9%
IBKR vs PTC
-36.4%
+81.3%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.6% | +0.6% | +2.0% |
| 7D | -1.3% | -7.3% | +5.9% | -0.5% |
| 30D | -0.2% | -11.6% | +11.4% | +1.1% |
| 3M | +3.0% | +10.5% | -7.5% | +0.6% |
| 6M | +33.9% | -17.8% | +51.7% | +42.9% |
| YTD | +42.5% | -24.9% | +67.4% | +59.8% |
| 1Y | +44.9% | -36.8% | +81.7% | +89.2% |
| All | +44.9% | -36.4% | +81.3% | +89.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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