+990.2%
IBKR vs TRMB
+121.9%
+868.3%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.4% | +0.7% | +1.6% |
| 7D | -1.3% | -3.0% | +1.7% | 0.0% |
| 30D | -0.2% | +2.3% | -2.6% | -1.4% |
| 3M | +3.0% | +15.3% | -12.4% | -4.2% |
| 6M | +33.9% | -14.7% | +48.6% | +41.8% |
| YTD | +42.5% | -26.4% | +68.9% | +60.5% |
| 1Y | +44.9% | -30.4% | +75.3% | +67.3% |
| 3Y | +293.0% | +13.5% | +279.5% | +267.7% |
| 5Y | +497.7% | -38.6% | +536.2% | +595.7% |
| All | +990.2% | +121.9% | +868.3% | +608.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 10y: compounded portfolio wealth divided by compounded TRMB 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…
10y analysis · Full analysis span regression · 6 months rolling