+12.8%
TEAM vs IBKR
+45.1%
-32.3%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.4% | -2.3% | -2.5% |
| 7D | -0.4% | -3.3% | +2.8% | +0.2% |
| 30D | +67.3% | +4.5% | +62.8% | +65.1% |
| 3M | +86.8% | +6.5% | +80.3% | +82.1% |
| 6M | +146.8% | +34.2% | +112.6% | +128.2% |
| YTD | +16.9% | +44.5% | -27.5% | +7.7% |
| 1Y | +12.8% | +44.7% | -31.9% | +7.1% |
| All | +12.8% | +45.1% | -32.3% | +7.1% |
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