+30.8%
IBKR vs WCC
+28.6%
+2.2%
-11.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.2% | +2.3% | +0.3% |
| 7D | -3.8% | +1.7% | -5.5% | -4.5% |
| 30D | -0.3% | -6.1% | +5.7% | +1.9% |
| 3M | +4.8% | +3.1% | +1.7% | +2.6% |
| 6M | +30.8% | +28.2% | +2.6% | +12.0% |
| All | +30.8% | +28.6% | +2.2% | +12.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 6mo: compounded portfolio wealth divided by compounded WCC 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…
6mo analysis · Full analysis span regression · 6 months rolling