-80.6%
PYPL vs IBKR
+495.5%
-576.1%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.2% | -1.4% | -0.1% |
| 7D | -2.3% | -1.3% | -0.9% | -1.7% |
| 30D | -9.0% | -0.2% | -8.8% | -9.3% |
| 3M | +30.6% | +3.0% | +27.6% | +27.5% |
| 6M | +18.6% | +33.9% | -15.3% | +2.7% |
| YTD | -7.2% | +42.5% | -49.7% | -22.5% |
| 1Y | -19.3% | +44.9% | -64.1% | -33.4% |
| 3Y | -12.3% | +293.0% | -305.3% | -58.4% |
| All | -80.6% | +495.5% | -576.1% | -93.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling