-40.2%
INTU vs IBKR
+495.5%
-535.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.2% | +0.6% | +2.2% |
| 7D | -3.3% | -1.3% | -2.0% | -2.9% |
| 30D | -3.9% | -0.2% | -3.7% | -4.1% |
| 3M | +16.6% | +3.0% | +13.7% | +14.1% |
| 6M | -26.4% | +33.9% | -60.3% | -34.7% |
| YTD | -51.0% | +42.5% | -93.5% | -57.8% |
| 1Y | -50.8% | +44.9% | -95.6% | -58.2% |
| 3Y | -40.1% | +293.0% | -333.1% | -68.7% |
| All | -40.2% | +495.5% | -535.6% | -76.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling