+2,158.3%
PWR vs IBKR
+1,349.8%
+808.5%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +2.2% | +3.0% | +4.1% |
| 7D | +4.2% | -1.3% | +5.5% | +4.9% |
| 30D | -4.0% | -0.2% | -3.8% | -4.4% |
| 3M | -4.8% | +3.0% | -7.7% | -7.0% |
| 6M | +14.6% | +33.9% | -19.2% | -2.3% |
| YTD | +54.2% | +42.5% | +11.7% | +26.3% |
| 1Y | +67.1% | +44.9% | +22.2% | +35.3% |
| 3Y | +218.5% | +293.0% | -74.6% | +48.7% |
| 5Y | +466.3% | +497.7% | -31.4% | +104.3% |
| 10Y | +2,520.4% | +1,004.4% | +1,516.0% | +528.0% |
| All | +2,158.3% | +1,349.8% | +808.5% | +242.0% |
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