+18.7%
PATH vs IBKR
+50.2%
-31.5%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | -1.8% | -6.0% | -7.0% |
| 7D | -22.8% | +0.6% | -23.4% | -22.9% |
| 30D | -6.9% | +3.7% | -10.6% | -8.4% |
| 3M | +25.4% | +4.2% | +21.2% | +21.7% |
| 6M | +18.1% | +36.6% | -18.5% | -1.6% |
| YTD | -14.5% | +41.9% | -56.4% | -32.0% |
| 1Y | +18.7% | +49.5% | -30.8% | +10.9% |
| All | +18.7% | +50.2% | -31.5% | +10.9% |
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