+32.0%
IBKR vs Q
+79.8%
-47.7%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.5% | -0.3% | +1.3% |
| 7D | -1.3% | +4.9% | -6.3% | -3.0% |
| 30D | -0.2% | -11.0% | +10.8% | +3.6% |
| 3M | +3.0% | -15.2% | +18.1% | +7.0% |
| 6M | +33.9% | +8.8% | +25.0% | +22.0% |
| YTD | +42.5% | +55.1% | -12.6% | +9.6% |
| All | +32.0% | +79.8% | -47.7% | +8.1% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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