+62.4%
EWY vs IBKR
+10.3%
+52.1%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.5% | -2.4% | -2.3% |
| 7D | -8.3% | -6.8% | -1.5% | -3.4% |
| 30D | -20.5% | -12.5% | -8.0% | -12.3% |
| 3M | -11.1% | -12.0% | +0.9% | -2.8% |
| 6M | -7.0% | -4.5% | -2.5% | -3.0% |
| YTD | +56.5% | +21.5% | +35.0% | +41.6% |
| 1Y | +62.4% | +10.6% | +51.8% | +51.2% |
| All | +62.4% | +10.3% | +52.1% | +51.2% |
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 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