+7.0%
WMT vs IBKR
+45.1%
-38.1%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -1.2% |
| 7D | +3.9% | -3.3% | +7.2% | +3.6% |
| 30D | -4.4% | +4.5% | -8.9% | -4.0% |
| 3M | -8.8% | +6.5% | -15.3% | -8.3% |
| 6M | -15.6% | +34.2% | -49.8% | -14.8% |
| YTD | -3.2% | +44.5% | -47.7% | -1.6% |
| 1Y | +7.0% | +44.7% | -37.7% | +8.6% |
| All | +7.0% | +45.1% | -38.1% | +8.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling