+232.7%
LITE vs IBKR
+10.3%
+222.4%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +0.5% | -8.4% | -8.3% |
| 7D | -31.4% | -6.8% | -24.6% | -27.5% |
| 30D | -42.6% | -12.5% | -30.0% | -36.2% |
| 3M | -26.2% | -12.0% | -14.2% | -18.7% |
| 6M | -35.8% | -4.5% | -31.3% | -32.3% |
| YTD | +70.0% | +21.5% | +48.6% | +34.7% |
| 1Y | +232.7% | +10.6% | +222.1% | +214.8% |
| All | +232.7% | +10.3% | +222.4% | +214.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling