+484.9%
IBKR vs URI
+196.6%
+288.3%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.9% | +2.9% | +0.4% |
| 7D | -3.8% | -0.5% | -3.3% | -3.7% |
| 30D | -0.3% | -13.4% | +13.1% | +4.6% |
| 3M | +4.8% | -6.2% | +11.0% | +6.3% |
| 6M | +30.8% | +28.0% | +2.8% | +16.8% |
| YTD | +39.5% | +23.0% | +16.5% | +25.2% |
| 1Y | +43.7% | +5.5% | +38.1% | +36.6% |
| 3Y | +284.7% | +119.2% | +165.5% | +165.3% |
| 5Y | +484.9% | +201.0% | +283.9% | +238.5% |
| All | +484.9% | +196.6% | +288.3% | +238.5% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 5y: compounded portfolio wealth divided by compounded URI 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…
5y analysis · Full analysis span regression · 6 months rolling