+72.4%
UBER vs IBKR
+587.5%
-515.1%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.2% | -3.4% | -2.3% |
| 7D | -5.4% | -1.3% | -4.0% | -4.8% |
| 30D | -4.9% | -0.2% | -4.7% | -5.3% |
| 3M | +3.0% | +3.0% | +0.1% | -0.4% |
| 6M | -4.4% | +33.9% | -38.3% | -20.0% |
| YTD | -12.3% | +42.5% | -54.8% | -30.0% |
| 1Y | -24.3% | +44.9% | -69.2% | -40.7% |
| 3Y | +46.4% | +293.0% | -246.6% | -42.6% |
| 5Y | +79.7% | +497.7% | -418.0% | -48.6% |
| All | +72.4% | +587.5% | -515.1% | -57.8% |
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