-21.6%
PATH vs IBKR
+281.1%
-302.7%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.2% | -4.3% | -1.8% |
| 7D | -5.3% | -1.4% | -3.9% | -4.9% |
| 30D | -0.5% | -13.6% | +13.1% | +5.5% |
| 3M | -7.1% | -11.8% | +4.6% | -2.7% |
| 6M | +23.8% | -12.7% | +36.5% | +28.9% |
| YTD | -20.7% | +18.3% | -38.9% | -29.1% |
| 1Y | -8.1% | +9.0% | -17.1% | -14.7% |
| All | -21.6% | +281.1% | -302.7% | -49.3% |
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 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