+1,449.6%
NET vs IBKR
+642.2%
+807.3%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.4% | -1.6% | -1.8% |
| 7D | -7.0% | -3.3% | -3.7% | -5.2% |
| 30D | -4.8% | +4.5% | -9.3% | -7.0% |
| 3M | +3.8% | +6.5% | -2.7% | -0.5% |
| 6M | +50.0% | +34.2% | +15.8% | +26.8% |
| YTD | +41.5% | +44.5% | -3.0% | +14.0% |
| 1Y | +32.8% | +44.7% | -11.9% | +6.6% |
| 3Y | +335.9% | +306.7% | +29.1% | +97.4% |
| 5Y | +113.8% | +489.9% | -376.0% | -21.0% |
| All | +1,449.6% | +642.2% | +807.3% | +440.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling