+2,299.8%
TER vs IBKR
+1,332.5%
+967.3%
-83.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.8% | +3.9% | +3.5% |
| 7D | +12.4% | +1.3% | +11.1% | +11.4% |
| 30D | +5.1% | -0.3% | +5.5% | +5.0% |
| 3M | +4.0% | +4.7% | -0.7% | +1.2% |
| 6M | +29.5% | +34.0% | -4.5% | +11.4% |
| YTD | +98.5% | +40.8% | +57.7% | +66.9% |
| 1Y | +234.1% | +45.7% | +188.4% | +176.8% |
| 3Y | +289.0% | +288.4% | +0.7% | +89.2% |
| 5Y | +228.2% | +487.2% | -259.0% | +26.2% |
| 10Y | +1,895.7% | +991.2% | +904.5% | +436.8% |
| All | +2,299.8% | +1,332.5% | +967.3% | +330.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling