+916.1%
WDC vs IBKR
+495.5%
+420.6%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +2.2% | -5.2% | -4.2% |
| 7D | -4.3% | -1.3% | -3.0% | -3.6% |
| 30D | -1.5% | -0.2% | -1.3% | -1.9% |
| 3M | -15.5% | +3.0% | -18.4% | -16.7% |
| 6M | +66.5% | +33.9% | +32.6% | +42.9% |
| YTD | +159.9% | +42.5% | +117.4% | +117.3% |
| 1Y | +366.0% | +44.9% | +321.1% | +287.4% |
| 3Y | +1,285.8% | +293.0% | +992.8% | +616.7% |
| All | +916.1% | +495.5% | +420.6% | +312.3% |
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