+1,503.4%
TSCO vs IBKR
+1,349.8%
+153.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.2% | -3.7% | -2.1% |
| 7D | -5.7% | -1.3% | -4.3% | -5.3% |
| 30D | -8.8% | -0.2% | -8.5% | -9.0% |
| 3M | +6.3% | +3.0% | +3.4% | +4.5% |
| 6M | -32.3% | +33.9% | -66.1% | -38.4% |
| YTD | -32.7% | +42.5% | -75.2% | -40.3% |
| 1Y | -43.7% | +44.9% | -88.5% | -50.6% |
| 3Y | -19.7% | +293.0% | -312.7% | -49.7% |
| 5Y | -11.6% | +497.7% | -509.3% | -52.8% |
| 10Y | +184.1% | +1,004.4% | -820.3% | +15.6% |
| All | +1,503.4% | +1,349.8% | +153.6% | +363.8% |
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 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