+66.2%
PWR vs IBKR
+45.1%
+21.1%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +0.9% |
| 7D | +3.6% | -3.3% | +6.9% | +4.9% |
| 30D | -8.6% | +4.5% | -13.0% | -10.9% |
| 3M | -13.2% | +6.5% | -19.6% | -16.2% |
| 6M | +9.9% | +34.2% | -24.3% | -4.8% |
| YTD | +48.0% | +44.5% | +3.6% | +21.4% |
| 1Y | +66.2% | +44.7% | +21.5% | +40.2% |
| All | +66.2% | +45.1% | +21.1% | +40.2% |
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