-52.3%
TEAM vs IBKR
+495.5%
-547.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.2% | -2.1% | -0.9% |
| 7D | -5.2% | -1.3% | -3.9% | -4.6% |
| 30D | +15.8% | -0.2% | +16.0% | +15.3% |
| 3M | +101.5% | +3.0% | +98.5% | +96.2% |
| 6M | +138.2% | +33.9% | +104.3% | +104.1% |
| YTD | +10.8% | +42.5% | -31.7% | -8.8% |
| 1Y | +1.7% | +44.9% | -43.2% | -17.9% |
| 3Y | -16.0% | +293.0% | -309.0% | -62.2% |
| All | -52.3% | +495.5% | -547.8% | -83.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling