+44.9%
IBKR vs URA
+7.9%
+36.9%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -3.3% | +5.4% | +3.5% |
| 7D | -1.3% | -5.5% | +4.1% | +0.8% |
| 30D | -0.2% | -3.7% | +3.5% | +1.2% |
| 3M | +3.0% | -2.9% | +5.9% | +3.6% |
| 6M | +33.9% | -15.2% | +49.1% | +39.9% |
| YTD | +42.5% | +1.9% | +40.6% | +39.7% |
| 1Y | +44.9% | +6.9% | +37.9% | +47.0% |
| All | +44.9% | +7.9% | +36.9% | +47.0% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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