+78.9%
UBER vs IBKR
+495.5%
-416.6%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.2% | -3.4% | -2.2% |
| 7D | -5.4% | -1.3% | -4.0% | -4.9% |
| 30D | -4.9% | -0.2% | -4.7% | -5.3% |
| 3M | +3.0% | +3.0% | +0.1% | +0.1% |
| 6M | -4.4% | +33.9% | -38.3% | -18.4% |
| YTD | -12.3% | +42.5% | -54.8% | -28.3% |
| 1Y | -24.3% | +44.9% | -69.2% | -39.1% |
| 3Y | +46.4% | +293.0% | -246.6% | -41.1% |
| All | +78.9% | +495.5% | -416.6% | -50.4% |
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 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