+35.6%
EWZ vs IBKR
+45.1%
-9.5%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.4% | -0.6% |
| 7D | +6.5% | -3.3% | +9.8% | +7.3% |
| 30D | +4.8% | +4.5% | +0.4% | +3.3% |
| 3M | +9.9% | +6.5% | +3.4% | +7.1% |
| 6M | +1.9% | +34.2% | -32.2% | -8.0% |
| YTD | +20.3% | +44.5% | -24.1% | +7.3% |
| 1Y | +35.6% | +44.7% | -9.1% | +23.6% |
| All | +35.6% | +45.1% | -9.5% | +23.6% |
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