+503.6%
IBKR vs SYY
+23.4%
+480.2%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.1% | +1.1% | +1.9% |
| 7D | -1.3% | +3.9% | -5.3% | -2.5% |
| 30D | -0.2% | -1.7% | +1.5% | +0.2% |
| 3M | +3.0% | +5.2% | -2.2% | +1.0% |
| 6M | +33.9% | -0.2% | +34.1% | +32.7% |
| YTD | +42.5% | +15.4% | +27.1% | +33.7% |
| 1Y | +44.9% | +5.6% | +39.3% | +40.2% |
| 3Y | +293.0% | +28.9% | +264.1% | +241.6% |
| All | +503.6% | +23.4% | +480.2% | +421.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling