+1,938.3%
LITE vs IBKR
+287.2%
+1,651.1%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.8% | +1.8% | +1.6% |
| 7D | +13.6% | +1.3% | +12.3% | +12.1% |
| 30D | +21.6% | -0.3% | +21.9% | +21.7% |
| 3M | +20.3% | +4.7% | +15.7% | +16.2% |
| 6M | +54.4% | +34.0% | +20.3% | +24.5% |
| YTD | +168.3% | +40.8% | +127.5% | +103.9% |
| 1Y | +551.8% | +45.7% | +506.1% | +390.7% |
| All | +1,938.3% | +287.2% | +1,651.1% | +914.8% |
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 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