+293.0%
IBKR vs SPMO
+155.8%
+137.2%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.5% | +1.7% | +1.7% |
| 7D | -1.3% | -0.9% | -0.4% | -0.5% |
| 30D | -0.2% | -1.9% | +1.7% | +1.7% |
| 3M | +3.0% | -1.4% | +4.3% | +2.6% |
| 6M | +33.9% | +25.5% | +8.4% | +1.6% |
| YTD | +42.5% | +24.8% | +17.7% | +9.2% |
| 1Y | +44.9% | +24.5% | +20.4% | +11.8% |
| 3Y | +293.0% | +157.1% | +135.9% | +93.9% |
| All | +293.0% | +155.8% | +137.2% | +93.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 SPMO 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