+494.4%
TEAM vs IBKR
+1,011.6%
-517.2%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.2% | -2.1% | -0.7% |
| 7D | -5.2% | -1.3% | -3.9% | -4.7% |
| 30D | +15.8% | -0.2% | +16.0% | +15.4% |
| 3M | +101.5% | +3.0% | +98.5% | +97.5% |
| 6M | +138.2% | +33.9% | +104.3% | +111.1% |
| YTD | +10.8% | +42.5% | -31.7% | -4.8% |
| 1Y | +1.7% | +44.9% | -43.2% | -13.7% |
| 3Y | -16.0% | +293.0% | -309.0% | -52.1% |
| 5Y | -52.7% | +497.7% | -550.4% | -77.3% |
| All | +494.4% | +1,011.6% | -517.2% | +149.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling