+1,684.5%
PLTR vs IBKR
+672.5%
+1,012.1%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.3% | 0.0% |
| 7D | 0.0% | +1.3% | -1.3% | -0.6% |
| 30D | -3.3% | -0.3% | -2.9% | -3.4% |
| 3M | +28.4% | +4.7% | +23.7% | +23.8% |
| 6M | +8.4% | +34.0% | -25.7% | -9.7% |
| YTD | -4.6% | +40.8% | -45.4% | -23.2% |
| 1Y | +4.4% | +45.7% | -41.3% | -17.3% |
| 3Y | +1,020.5% | +288.4% | +732.1% | +436.8% |
| 5Y | +548.8% | +487.2% | +61.6% | +150.7% |
| All | +1,684.5% | +672.5% | +1,012.1% | +721.1% |
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