+1,851.9%
TER vs IBKR
+1,011.6%
+840.3%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.2% | +0.4% | +1.3% |
| 7D | +6.4% | -1.3% | +7.7% | +7.1% |
| 30D | -5.7% | -0.2% | -5.5% | -5.8% |
| 3M | -0.4% | +3.0% | -3.4% | -2.5% |
| 6M | +25.8% | +33.9% | -8.0% | +7.1% |
| YTD | +96.4% | +42.5% | +53.9% | +62.1% |
| 1Y | +229.2% | +44.9% | +184.4% | +170.2% |
| 3Y | +288.1% | +293.0% | -4.9% | +80.5% |
| 5Y | +219.9% | +497.7% | -277.7% | +14.2% |
| All | +1,851.9% | +1,011.6% | +840.3% | +455.3% |
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