+44.9%
IBKR vs WM
-0.3%
+45.2%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.6% | +2.8% | +1.9% |
| 7D | -1.3% | -2.5% | +1.2% | -2.6% |
| 30D | -0.2% | -5.7% | +5.5% | -3.1% |
| 3M | +3.0% | -2.4% | +5.4% | +1.7% |
| 6M | +33.9% | -9.0% | +42.8% | +30.7% |
| YTD | +42.5% | -2.0% | +44.5% | +40.3% |
| 1Y | +44.9% | -1.6% | +46.5% | +46.5% |
| All | +44.9% | -0.3% | +45.2% | +46.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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