+10.6%
IBKR vs WWD
+27.2%
-16.6%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.9% | +2.4% | +1.3% |
| 7D | -6.8% | +7.3% | -14.1% | -9.4% |
| 30D | -12.5% | -2.0% | -10.6% | -11.9% |
| 3M | -12.0% | -12.6% | +0.5% | -7.7% |
| 6M | -4.5% | -8.4% | +3.9% | -2.2% |
| YTD | +21.5% | +8.2% | +13.2% | +18.4% |
| 1Y | +10.6% | +26.5% | -15.9% | +2.2% |
| All | +10.6% | +27.2% | -16.6% | +2.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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