+4,105.7%
WDC vs IBKR
+1,318.9%
+2,786.8%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.0% | -3.5% | -3.9% |
| 7D | +4.4% | -3.8% | +8.2% | +6.5% |
| 30D | +5.3% | -0.3% | +5.6% | +5.1% |
| 3M | -5.9% | +4.8% | -10.7% | -7.9% |
| 6M | +73.2% | +30.8% | +42.4% | +51.5% |
| YTD | +167.8% | +39.5% | +128.4% | +127.6% |
| 1Y | +386.0% | +43.7% | +342.3% | +307.3% |
| 3Y | +1,309.7% | +284.7% | +1,025.0% | +594.8% |
| 5Y | +957.1% | +484.9% | +472.2% | +307.0% |
| 10Y | +1,246.7% | +980.8% | +265.9% | +269.8% |
| All | +4,105.7% | +1,318.9% | +2,786.8% | +713.2% |
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