+293.0%
IBKR vs EAT
+578.9%
-285.9%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.0% | +3.2% | +2.4% |
| 7D | -1.3% | -7.7% | +6.4% | +0.2% |
| 30D | -0.2% | -13.6% | +13.4% | +2.6% |
| 3M | +3.0% | +33.9% | -30.9% | -3.7% |
| 6M | +33.9% | +47.2% | -13.3% | +21.9% |
| YTD | +42.5% | +48.1% | -5.6% | +29.6% |
| 1Y | +44.9% | +33.7% | +11.2% | +34.4% |
| 3Y | +293.0% | +595.8% | -302.8% | +214.4% |
| All | +293.0% | +578.9% | -285.9% | +214.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 3y: compounded portfolio wealth divided by compounded EAT 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…
3y analysis · Full analysis span regression · 6 months rolling