+1,428.5%
IBKR vs TGT
+340.5%
+1,088.1%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.1% | +2.1% | +2.2% |
| 7D | -1.3% | -5.2% | +3.9% | +0.5% |
| 30D | -0.2% | +1.2% | -1.4% | -0.9% |
| 3M | +3.0% | +18.4% | -15.4% | -3.8% |
| 6M | +33.9% | +33.4% | +0.4% | +19.5% |
| YTD | +42.5% | +63.8% | -21.3% | +18.0% |
| 1Y | +44.9% | +77.2% | -32.3% | +16.2% |
| 3Y | +293.0% | +41.8% | +251.2% | +221.6% |
| 5Y | +497.7% | -25.5% | +523.2% | +499.7% |
| 10Y | +1,004.4% | +204.9% | +799.5% | +464.3% |
| All | +1,428.5% | +340.5% | +1,088.1% | +454.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TGT.
Daily Out/Under-Performance
Portfolio return minus TGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TGT 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 TGT 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