+123.8%
STX vs IBKR
+10.3%
+113.5%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +0.5% | -8.7% | -8.5% |
| 7D | -20.2% | -6.8% | -13.4% | -16.1% |
| 30D | -37.2% | -12.5% | -24.7% | -31.1% |
| 3M | -34.1% | -12.0% | -22.0% | -28.7% |
| 6M | -24.5% | -4.5% | -19.9% | -21.9% |
| YTD | +102.9% | +21.5% | +81.5% | +71.1% |
| 1Y | +123.8% | +10.6% | +113.2% | +106.2% |
| All | +123.8% | +10.3% | +113.5% | +106.2% |
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 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