+1,428.5%
IBKR vs TD
+726.2%
+702.3%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.7% | +1.5% | +1.7% |
| 7D | -1.3% | -0.5% | -0.8% | -1.0% |
| 30D | -0.2% | -1.9% | +1.7% | +1.1% |
| 3M | +3.0% | +4.8% | -1.8% | 0.0% |
| 6M | +33.9% | +28.0% | +5.9% | +14.2% |
| YTD | +42.5% | +30.3% | +12.2% | +20.4% |
| 1Y | +44.9% | +59.8% | -14.9% | +7.0% |
| 3Y | +293.0% | +124.7% | +168.3% | +127.1% |
| 5Y | +497.7% | +127.0% | +370.7% | +239.1% |
| 10Y | +1,004.4% | +303.2% | +701.2% | +319.5% |
| All | +1,428.5% | +726.2% | +702.3% | +206.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 all: compounded portfolio wealth divided by compounded TD 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…
all analysis · Full analysis span regression · 6 months rolling