+252.8%
SPOT vs IBKR
+492.1%
-239.2%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.2% | -1.4% | 0.0% |
| 7D | -3.1% | -1.3% | -1.7% | -2.6% |
| 30D | +7.4% | -0.2% | +7.6% | +7.0% |
| 3M | +8.2% | +3.0% | +5.2% | +6.0% |
| 6M | +2.2% | +33.9% | -31.6% | -10.1% |
| YTD | -9.5% | +42.5% | -52.0% | -22.9% |
| 1Y | -23.8% | +44.9% | -68.7% | -36.1% |
| 3Y | +233.5% | +293.0% | -59.5% | +78.1% |
| 5Y | +112.2% | +497.7% | -385.5% | -6.8% |
| All | +252.8% | +492.1% | -239.2% | +40.0% |
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 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