+990.2%
IBKR vs EQT
+50.4%
+939.8%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.6% | +3.8% | +2.5% |
| 7D | -1.3% | -2.0% | +0.6% | -1.0% |
| 30D | -0.2% | 0.0% | -0.2% | -0.3% |
| 3M | +3.0% | +5.9% | -3.0% | +1.5% |
| 6M | +33.9% | -14.8% | +48.6% | +37.2% |
| YTD | +42.5% | +1.8% | +40.7% | +40.9% |
| 1Y | +44.9% | +7.4% | +37.5% | +41.6% |
| 3Y | +293.0% | +33.6% | +259.4% | +266.6% |
| 5Y | +497.7% | +199.3% | +298.3% | +376.5% |
| All | +990.2% | +50.4% | +939.8% | +791.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 10y: compounded portfolio wealth divided by compounded EQT 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…
10y analysis · Full analysis span regression · 6 months rolling