+99.7%
TXN vs IBKR
+10.3%
+89.4%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.9% | -0.5% |
| 7D | +1.0% | -6.8% | +7.8% | +3.2% |
| 30D | +6.1% | -12.5% | +18.7% | +10.6% |
| 3M | +10.4% | -12.0% | +22.4% | +14.5% |
| 6M | +12.6% | -4.5% | +17.1% | +15.6% |
| YTD | +83.5% | +21.5% | +62.0% | +73.6% |
| 1Y | +99.7% | +10.6% | +89.1% | +96.2% |
| All | +99.7% | +10.3% | +89.4% | +96.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling