+10.6%
IBKR vs TROW
+17.3%
-6.7%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +6.0% | -5.4% | -3.5% |
| 7D | -6.8% | +8.2% | -15.0% | -11.9% |
| 30D | -12.5% | +8.3% | -20.9% | -17.4% |
| 3M | -12.0% | -1.6% | -10.5% | -11.1% |
| 6M | -4.5% | +11.9% | -16.4% | -13.7% |
| YTD | +21.5% | +14.3% | +7.1% | +4.3% |
| 1Y | +10.6% | +17.0% | -6.4% | -8.0% |
| All | +10.6% | +17.3% | -6.7% | -8.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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