+1,428.5%
IBKR vs WPM
+1,460.0%
-31.5%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.1% | +0.1% | +2.0% |
| 7D | -1.3% | -0.6% | -0.8% | -1.3% |
| 30D | -0.2% | +14.4% | -14.6% | -1.5% |
| 3M | +3.0% | +37.0% | -34.0% | -0.1% |
| 6M | +33.9% | +4.1% | +29.7% | +32.9% |
| YTD | +42.5% | +31.7% | +10.8% | +38.5% |
| 1Y | +44.9% | +44.2% | +0.7% | +39.5% |
| 3Y | +293.0% | +265.5% | +27.5% | +248.4% |
| 5Y | +497.7% | +262.5% | +235.2% | +425.3% |
| 10Y | +1,004.4% | +539.8% | +464.6% | +797.2% |
| All | +1,428.5% | +1,460.0% | -31.5% | +782.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 all: compounded portfolio wealth divided by compounded WPM 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…
all analysis · Full analysis span regression · 6 months rolling