+2.0%
IBKR vs TEL
-14.3%
+16.2%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | -6.3% | -0.3% | -3.2% |
| 7D | -11.1% | -7.4% | -3.7% | -7.2% |
| 30D | -19.7% | -6.0% | -13.7% | -16.9% |
| 3M | -18.0% | -5.0% | -13.0% | -15.8% |
| 6M | -13.2% | +0.5% | -13.7% | -13.9% |
| YTD | +13.4% | -8.3% | +21.7% | +15.1% |
| 1Y | +2.0% | -16.2% | +18.2% | +10.5% |
| All | +2.0% | -14.3% | +16.2% | +10.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TEL.
Daily Out/Under-Performance
Portfolio return minus TEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEL 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 TEL 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