+990.2%
IBKR vs SYY
+116.5%
+873.7%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.1% | +1.1% | +1.8% |
| 7D | -1.3% | +3.9% | -5.3% | -2.6% |
| 30D | -0.2% | -1.7% | +1.5% | +0.3% |
| 3M | +3.0% | +5.2% | -2.2% | +0.8% |
| 6M | +33.9% | -0.2% | +34.1% | +32.6% |
| YTD | +42.5% | +15.4% | +27.1% | +33.9% |
| 1Y | +44.9% | +5.6% | +39.3% | +40.0% |
| 3Y | +293.0% | +28.9% | +264.1% | +248.7% |
| 5Y | +497.7% | +24.1% | +473.6% | +434.5% |
| All | +990.2% | +116.5% | +873.7% | +652.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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