+503.6%
IBKR vs WY
-22.2%
+525.8%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.3% | +1.9% | +2.1% |
| 7D | -1.3% | -4.2% | +2.8% | -0.2% |
| 30D | -0.2% | -10.1% | +9.9% | +2.5% |
| 3M | +3.0% | -8.5% | +11.4% | +4.9% |
| 6M | +33.9% | -3.3% | +37.2% | +33.9% |
| YTD | +42.5% | -4.4% | +46.9% | +42.5% |
| 1Y | +44.9% | -11.5% | +56.3% | +48.2% |
| 3Y | +293.0% | -24.3% | +317.3% | +313.3% |
| All | +503.6% | -22.2% | +525.8% | +524.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 5y: compounded portfolio wealth divided by compounded WY 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…
5y analysis · Full analysis span regression · 6 months rolling