+171.2%
INTC vs IBKR
+291.8%
-120.6%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.2% | +0.4% | +1.5% |
| 7D | +7.5% | -1.3% | +8.8% | +8.1% |
| 30D | +2.0% | -0.2% | +2.2% | +1.6% |
| 3M | -12.0% | +3.0% | -14.9% | -13.6% |
| 6M | +114.5% | +33.9% | +80.7% | +85.6% |
| YTD | +179.0% | +42.5% | +136.5% | +134.3% |
| 1Y | +318.3% | +44.9% | +273.4% | +249.4% |
| 3Y | +171.2% | +293.0% | -121.8% | +70.9% |
| All | +171.2% | +291.8% | -120.6% | +70.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IBKR.
Daily Out/Under-Performance
Portfolio return minus IBKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBKR 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 IBKR 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