+487.2%
IBKR vs SUI
-33.5%
+520.7%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.4% | +0.6% | -0.5% |
| 7D | +1.3% | -4.3% | +5.6% | +2.1% |
| 30D | -0.3% | -2.1% | +1.8% | 0.0% |
| 3M | +4.7% | -6.1% | +10.8% | +5.6% |
| 6M | +34.0% | -12.8% | +46.8% | +37.2% |
| YTD | +40.8% | -4.6% | +45.4% | +41.3% |
| 1Y | +45.7% | -7.7% | +53.4% | +47.2% |
| 3Y | +288.4% | +10.9% | +277.4% | +268.5% |
| 5Y | +487.2% | -32.4% | +519.6% | +602.8% |
| All | +487.2% | -33.5% | +520.7% | +602.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling