+2,389.3%
IBKR vs TRGP
+2,232.9%
+156.4%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.6% | +2.7% | +2.3% |
| 7D | -1.3% | +0.1% | -1.4% | -1.4% |
| 30D | -0.2% | +8.0% | -8.3% | -2.0% |
| 3M | +3.0% | +8.3% | -5.3% | +0.7% |
| 6M | +33.9% | +23.9% | +9.9% | +26.7% |
| YTD | +42.5% | +59.6% | -17.1% | +27.6% |
| 1Y | +44.9% | +79.4% | -34.6% | +26.2% |
| 3Y | +293.0% | +269.4% | +23.6% | +197.5% |
| 5Y | +497.7% | +641.6% | -144.0% | +293.0% |
| 10Y | +1,004.4% | +845.2% | +159.2% | +504.9% |
| All | +2,389.3% | +2,232.9% | +156.4% | +759.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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