+57.7%
GEV vs IBKR
+45.1%
+12.6%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.2% |
| 7D | +3.3% | -3.3% | +6.6% | +4.6% |
| 30D | -7.5% | +4.5% | -11.9% | -9.8% |
| 3M | -2.2% | +6.5% | -8.7% | -5.4% |
| 6M | +12.1% | +34.2% | -22.1% | -3.8% |
| YTD | +44.4% | +44.5% | -0.1% | +16.3% |
| 1Y | +57.7% | +44.7% | +13.0% | +31.3% |
| All | +57.7% | +45.1% | +12.6% | +31.3% |
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