-0.3%
SPOT vs IBKR
+10.3%
-10.6%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.5% | +4.1% | +4.6% |
| 7D | +16.6% | -6.8% | +23.4% | +16.9% |
| 30D | +29.9% | -12.5% | +42.5% | +31.0% |
| 3M | +31.3% | -12.0% | +43.3% | +31.8% |
| 6M | +43.2% | -4.5% | +47.7% | +40.9% |
| YTD | +8.1% | +21.5% | -13.4% | +0.1% |
| 1Y | -0.3% | +10.6% | -10.9% | -6.5% |
| All | -0.3% | +10.3% | -10.6% | -6.5% |
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