+293.0%
IBKR vs WU
-28.7%
+321.7%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.6% | +1.6% | +2.1% |
| 7D | -1.3% | -3.5% | +2.1% | -0.8% |
| 30D | -0.2% | -2.9% | +2.7% | +0.2% |
| 3M | +3.0% | -2.3% | +5.2% | +2.2% |
| 6M | +33.9% | -25.4% | +59.2% | +39.9% |
| YTD | +42.5% | -21.2% | +63.7% | +47.1% |
| 1Y | +44.9% | -8.9% | +53.7% | +44.4% |
| 3Y | +293.0% | -29.0% | +322.0% | +299.3% |
| All | +293.0% | -28.7% | +321.7% | +299.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 3y: compounded portfolio wealth divided by compounded WU 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…
3y analysis · Full analysis span regression · 6 months rolling