+467.5%
LITE vs IBKR
+43.8%
+423.7%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -1.0% | -4.4% | -4.7% |
| 7D | +10.4% | -3.8% | +14.2% | +13.3% |
| 30D | +14.0% | -0.3% | +14.3% | +14.3% |
| 3M | +9.7% | +4.8% | +4.9% | +6.4% |
| 6M | +39.2% | +30.8% | +8.5% | +14.9% |
| YTD | +153.9% | +39.5% | +114.4% | +85.0% |
| 1Y | +467.5% | +43.7% | +423.8% | +318.2% |
| All | +467.5% | +43.8% | +423.7% | +318.2% |
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