-12.8%
SHOP vs IBKR
+495.5%
-508.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.2% | -0.5% | +0.2% |
| 7D | -11.2% | -1.3% | -9.9% | -10.3% |
| 30D | -14.4% | -0.2% | -14.1% | -14.6% |
| 3M | +16.6% | +3.0% | +13.6% | +12.1% |
| 6M | -0.6% | +33.9% | -34.4% | -22.0% |
| YTD | -20.0% | +42.5% | -62.5% | -40.7% |
| 1Y | -11.2% | +44.9% | -56.1% | -35.3% |
| 3Y | +99.5% | +293.0% | -193.5% | -39.8% |
| All | -12.8% | +495.5% | -508.3% | -83.2% |
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 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