+503.6%
IBKR vs SU
+348.9%
+154.7%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.1% | +2.3% | +2.2% |
| 7D | -1.3% | +2.2% | -3.6% | -1.8% |
| 30D | -0.2% | +8.4% | -8.7% | -2.1% |
| 3M | +3.0% | +12.1% | -9.1% | -0.1% |
| 6M | +33.9% | +19.7% | +14.2% | +26.7% |
| YTD | +42.5% | +58.4% | -15.9% | +25.1% |
| 1Y | +44.9% | +67.2% | -22.4% | +25.2% |
| 3Y | +293.0% | +125.0% | +168.0% | +211.5% |
| All | +503.6% | +348.9% | +154.7% | +293.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 5y: compounded portfolio wealth divided by compounded SU 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…
5y analysis · Full analysis span regression · 6 months rolling