+990.2%
IBKR vs SUI
+101.8%
+888.4%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.4% | +2.6% | +2.3% |
| 7D | -1.3% | -4.2% | +2.8% | -0.2% |
| 30D | -0.2% | -3.3% | +3.0% | +0.6% |
| 3M | +3.0% | -8.2% | +11.1% | +5.0% |
| 6M | +33.9% | -14.5% | +48.3% | +39.1% |
| YTD | +42.5% | -5.9% | +48.4% | +43.9% |
| 1Y | +44.9% | -9.7% | +54.6% | +47.8% |
| 3Y | +293.0% | +7.7% | +285.3% | +271.1% |
| 5Y | +497.7% | -31.9% | +529.5% | +555.7% |
| All | +990.2% | +101.8% | +888.4% | +930.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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