+10.6%
IBKR vs SOLS
+37.2%
-26.6%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -6.5% | +7.1% | +1.8% |
| 7D | -6.8% | -8.8% | +2.0% | -5.2% |
| 30D | -12.5% | -0.6% | -11.9% | -12.3% |
| 3M | -12.0% | -9.0% | -3.0% | -10.6% |
| 6M | -4.5% | -28.7% | +24.2% | -0.8% |
| YTD | +21.5% | +19.2% | +2.3% | +10.2% |
| 1Y | +10.6% | +32.6% | -22.0% | -3.6% |
| All | +10.6% | +37.2% | -26.6% | -3.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SOLS.
Daily Out/Under-Performance
Portfolio return minus SOLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOLS 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 SOLS 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