+228.4%
UNH vs IBKR
+1,011.6%
-783.3%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.2% | -4.5% | -2.8% |
| 7D | -4.5% | -1.3% | -3.2% | -4.3% |
| 30D | -6.5% | -0.2% | -6.3% | -6.7% |
| 3M | -6.0% | +3.0% | -8.9% | -7.2% |
| 6M | +33.7% | +33.9% | -0.2% | +23.5% |
| YTD | +16.4% | +42.5% | -26.1% | +5.7% |
| 1Y | +10.1% | +44.9% | -34.8% | -0.8% |
| 3Y | -16.3% | +293.0% | -309.3% | -45.8% |
| 5Y | +2.1% | +497.7% | -495.5% | -45.0% |
| All | +228.4% | +1,011.6% | -783.3% | +34.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling