+293.0%
IBKR vs TECH
+1.2%
+291.8%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.1% | +2.1% | +2.2% |
| 7D | -1.3% | -0.4% | -0.9% | -1.3% |
| 30D | -0.2% | 0.0% | -0.2% | -0.2% |
| 3M | +3.0% | +33.7% | -30.7% | -2.6% |
| 6M | +33.9% | +34.9% | -1.0% | +25.4% |
| YTD | +42.5% | +23.2% | +19.3% | +36.2% |
| 1Y | +44.9% | +36.3% | +8.6% | +35.6% |
| 3Y | +293.0% | +2.3% | +290.7% | +296.7% |
| All | +293.0% | +1.2% | +291.8% | +296.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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