+10.6%
IBKR vs TE
-16.5%
+27.2%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.5% | +4.1% | +0.9% |
| 7D | -6.8% | +3.8% | -10.6% | -7.2% |
| 30D | -12.5% | -26.2% | +13.7% | -10.1% |
| 3M | -12.0% | -49.7% | +37.7% | -6.8% |
| 6M | -4.5% | -46.5% | +42.0% | -2.0% |
| YTD | +21.5% | -59.1% | +80.6% | +25.9% |
| 1Y | +10.6% | -25.8% | +36.5% | +5.1% |
| All | +10.6% | -16.5% | +27.2% | +5.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 1y: compounded portfolio wealth divided by compounded TE 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…
1y analysis · Full analysis span regression · 6 months rolling