+365.4%
STX vs IBKR
+45.1%
+320.3%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.4% | +6.7% | +6.6% |
| 7D | +2.4% | -3.3% | +5.6% | +4.2% |
| 30D | +1.4% | +4.5% | -3.1% | -1.9% |
| 3M | -8.2% | +6.5% | -14.7% | -11.3% |
| 6M | +127.0% | +34.2% | +92.8% | +89.5% |
| YTD | +209.1% | +44.5% | +164.7% | +145.9% |
| 1Y | +365.4% | +44.7% | +320.7% | +297.6% |
| All | +365.4% | +45.1% | +320.3% | +297.6% |
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