+1,395.9%
IBKR vs TECH
+459.3%
+936.6%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.7% | -0.9% |
| 7D | -3.8% | -0.5% | -3.3% | -3.6% |
| 30D | -0.3% | 0.0% | -0.3% | -0.3% |
| 3M | +4.8% | +37.4% | -32.7% | -7.2% |
| 6M | +30.8% | +36.9% | -6.1% | +13.7% |
| YTD | +39.5% | +23.1% | +16.4% | +25.8% |
| 1Y | +43.7% | +42.2% | +1.4% | +22.0% |
| 3Y | +284.7% | +1.9% | +282.7% | +247.6% |
| 5Y | +484.9% | -42.9% | +527.8% | +550.2% |
| 10Y | +980.8% | +188.2% | +792.6% | +400.7% |
| All | +1,395.9% | +459.3% | +936.6% | +375.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling