+1,283.9%
STX vs IBKR
+291.8%
+992.1%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +2.2% | -5.9% | -4.7% |
| 7D | -2.3% | -1.3% | -0.9% | -1.7% |
| 30D | -5.5% | -0.2% | -5.2% | -5.6% |
| 3M | -4.3% | +3.0% | -7.3% | -5.5% |
| 6M | +115.6% | +33.9% | +81.8% | +89.7% |
| YTD | +202.2% | +42.5% | +159.7% | +159.2% |
| 1Y | +325.3% | +44.9% | +280.4% | +263.7% |
| 3Y | +1,283.9% | +293.0% | +990.9% | +877.5% |
| All | +1,283.9% | +291.8% | +992.1% | +877.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling