-63.7%
XYZ vs IBKR
+355.7%
-419.4%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.6% | +2.3% | +2.5% |
| 7D | -1.1% | +7.9% | -8.9% | -5.9% |
| 30D | +11.5% | -2.8% | +14.3% | +12.8% |
| 3M | +1.8% | -10.5% | +12.2% | +8.0% |
| 6M | +21.2% | -3.7% | +24.9% | +20.7% |
| YTD | +29.9% | +27.6% | +2.4% | +4.8% |
| 1Y | +35.8% | +22.5% | +13.2% | +12.5% |
| 3Y | +62.6% | +307.2% | -244.6% | -53.3% |
| All | -63.7% | +355.7% | -419.4% | -92.1% |
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