+293.0%
IBKR vs TE
-26.8%
+319.8%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.7% | +1.5% | +2.1% |
| 7D | -1.3% | +0.2% | -1.6% | -1.4% |
| 30D | -0.2% | -5.9% | +5.7% | +0.1% |
| 3M | +3.0% | -45.6% | +48.5% | +6.5% |
| 6M | +33.9% | -43.4% | +77.2% | +36.0% |
| YTD | +42.5% | -31.0% | +73.5% | +41.7% |
| 1Y | +44.9% | +145.2% | -100.3% | +28.9% |
| 3Y | +293.0% | -24.1% | +317.1% | +258.8% |
| All | +293.0% | -26.8% | +319.8% | +258.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling