+46.8%
PYPL vs IBKR
+773.3%
-726.5%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.0% | +3.1% | +2.6% |
| 7D | -5.9% | -3.8% | -2.1% | -4.5% |
| 30D | -9.4% | -0.3% | -9.1% | -9.6% |
| 3M | +31.3% | +4.8% | +26.5% | +27.3% |
| 6M | +19.1% | +30.8% | -11.7% | +4.6% |
| YTD | -7.9% | +39.5% | -47.3% | -21.9% |
| 1Y | -17.9% | +43.7% | -61.5% | -31.6% |
| 3Y | -11.6% | +284.7% | -296.3% | -54.0% |
| 5Y | -81.0% | +484.9% | -565.9% | -92.0% |
| 10Y | +41.8% | +980.8% | -939.0% | -54.5% |
| All | +46.8% | +773.3% | -726.5% | -48.9% |
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