+41.8%
IBKR vs EQT
+9.6%
+32.2%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.6% | -1.6% | -1.0% |
| 7D | -3.8% | -1.2% | -2.6% | -3.7% |
| 30D | -0.3% | +1.1% | -1.4% | -0.4% |
| 3M | +4.8% | +4.8% | 0.0% | +4.4% |
| 6M | +30.8% | -10.6% | +41.4% | +33.9% |
| YTD | +39.5% | +3.4% | +36.0% | +36.8% |
| All | +41.8% | +9.6% | +32.2% | +44.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling