-9.6%
PATH vs IBKR
+8.5%
-18.1%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | -2.3% | +0.2% | -2.5% | -2.4% |
| 30D | -4.8% | -11.7% | +6.9% | -0.9% |
| 3M | -17.7% | -14.3% | -3.4% | -13.5% |
| 6M | +18.9% | -7.9% | +26.8% | +20.4% |
| YTD | -21.7% | +21.0% | -42.7% | -31.3% |
| 1Y | -9.6% | +9.5% | -19.2% | -14.3% |
| All | -9.6% | +8.5% | -18.1% | -14.3% |
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