+159.7%
TRV vs IBKR
+495.5%
-335.8%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.2% | -0.1% | +1.8% |
| 7D | +1.9% | -1.3% | +3.3% | +2.1% |
| 30D | +1.7% | -0.2% | +1.9% | +1.6% |
| 3M | +23.9% | +3.0% | +20.9% | +22.8% |
| 6M | +26.3% | +33.9% | -7.6% | +19.7% |
| YTD | +30.8% | +42.5% | -11.7% | +22.0% |
| 1Y | +36.3% | +44.9% | -8.5% | +26.0% |
| 3Y | +145.0% | +293.0% | -148.0% | +75.4% |
| All | +159.7% | +495.5% | -335.8% | +62.9% |
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 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