+164.3%
EWY vs IBKR
+45.1%
+119.2%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.4% | +5.0% | +4.8% |
| 7D | +4.8% | -3.3% | +8.1% | +7.0% |
| 30D | +11.7% | +4.5% | +7.2% | +7.9% |
| 3M | -7.4% | +6.5% | -13.9% | -11.0% |
| 6M | +40.6% | +34.2% | +6.4% | +18.2% |
| YTD | +94.3% | +44.5% | +49.8% | +58.6% |
| 1Y | +164.3% | +44.7% | +119.6% | +121.7% |
| All | +164.3% | +45.1% | +119.2% | +121.7% |
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