+990.2%
IBKR vs SPXU
-99.6%
+1,089.8%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -2.4% | +4.6% | +1.3% |
| 7D | -1.3% | +2.5% | -3.8% | -0.4% |
| 30D | -0.2% | +4.2% | -4.4% | +1.6% |
| 3M | +3.0% | -9.3% | +12.2% | +0.3% |
| 6M | +33.9% | -30.7% | +64.6% | +20.5% |
| YTD | +42.5% | -28.1% | +70.6% | +31.2% |
| 1Y | +44.9% | -35.2% | +80.1% | +30.2% |
| 3Y | +293.0% | -79.9% | +372.9% | +166.8% |
| 5Y | +497.7% | -86.4% | +584.0% | +314.7% |
| All | +990.2% | -99.6% | +1,089.8% | +207.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 10y: compounded portfolio wealth divided by compounded SPXU 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…
10y analysis · Full analysis span regression · 6 months rolling