-73.1%
SMR vs IBKR
+45.1%
-118.2%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.2% | 0.0% |
| 7D | +4.4% | -3.3% | +7.7% | +8.0% |
| 30D | +3.4% | +4.5% | -1.1% | -4.7% |
| 3M | -19.2% | +6.5% | -25.6% | -27.4% |
| 6M | -22.6% | +34.2% | -56.8% | -49.4% |
| YTD | -31.5% | +44.5% | -76.0% | -59.6% |
| 1Y | -73.1% | +44.7% | -117.8% | -83.0% |
| All | -73.1% | +45.1% | -118.2% | -83.0% |
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 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