+10.6%
IBKR vs EOSE
-85.5%
+96.1%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +12.6% | -12.1% | -1.1% |
| 7D | -6.8% | +9.7% | -16.5% | -8.0% |
| 30D | -12.5% | -34.6% | +22.0% | -8.5% |
| 3M | -12.0% | -50.8% | +38.8% | -5.5% |
| 6M | -4.5% | -66.5% | +61.9% | +5.6% |
| YTD | +21.5% | -81.3% | +102.8% | +39.4% |
| 1Y | +10.6% | -84.8% | +95.5% | +29.5% |
| All | +10.6% | -85.5% | +96.1% | +29.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EOSE.
Daily Out/Under-Performance
Portfolio return minus EOSE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOSE 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 EOSE 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