-6.4%
T vs IBKR
+10.3%
-16.7%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.5% | +1.5% | +2.1% |
| 7D | +5.5% | -6.8% | +12.2% | +4.6% |
| 30D | -8.9% | -12.5% | +3.6% | -10.3% |
| 3M | -5.6% | -12.0% | +6.5% | -6.8% |
| 6M | -14.3% | -4.5% | -9.8% | -14.2% |
| YTD | -7.9% | +21.5% | -29.4% | -5.3% |
| 1Y | -6.4% | +10.6% | -17.1% | -4.1% |
| All | -6.4% | +10.3% | -16.7% | -4.1% |
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