+24.0%
NET vs IBKR
+298.3%
-274.4%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -6.6% | -1.7% | -3.9% |
| 7D | -21.2% | -11.1% | -10.1% | -14.5% |
| 30D | -31.1% | -19.7% | -11.4% | -20.1% |
| 3M | -16.5% | -18.0% | +1.4% | -5.1% |
| 6M | 0.0% | -13.2% | +13.2% | +7.8% |
| YTD | +24.0% | +13.4% | +10.6% | +9.2% |
| 1Y | +7.0% | +2.0% | +5.0% | +1.4% |
| 3Y | +279.6% | +271.7% | +7.8% | +16.9% |
| 5Y | +24.0% | +304.7% | -280.8% | -69.5% |
| All | +24.0% | +298.3% | -274.4% | -69.5% |
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