+175.2%
WBD vs IBKR
+1,349.8%
-1,174.6%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.2% | -2.7% | -1.4% |
| 7D | -0.7% | -1.3% | +0.6% | -0.3% |
| 30D | +1.4% | -0.2% | +1.6% | +1.1% |
| 3M | +4.4% | +3.0% | +1.4% | +2.0% |
| 6M | +0.8% | +33.9% | -33.0% | -11.9% |
| YTD | -2.7% | +42.5% | -45.2% | -17.8% |
| 1Y | +73.4% | +44.9% | +28.5% | +44.0% |
| 3Y | +142.1% | +293.0% | -150.9% | +29.9% |
| 5Y | +7.2% | +497.7% | -490.4% | -52.4% |
| 10Y | +14.2% | +1,004.4% | -990.2% | -62.5% |
| All | +175.2% | +1,349.8% | -1,174.6% | -36.4% |
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 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