+1,395.9%
IBKR vs EQT
+135.1%
+1,260.8%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.6% | -1.6% | -1.1% |
| 7D | -3.8% | -1.2% | -2.6% | -3.5% |
| 30D | -0.3% | +1.1% | -1.4% | -0.7% |
| 3M | +4.8% | +4.8% | 0.0% | +3.0% |
| 6M | +30.8% | -10.6% | +41.4% | +33.5% |
| YTD | +39.5% | +3.4% | +36.0% | +36.7% |
| 1Y | +43.7% | +8.7% | +35.0% | +38.6% |
| 3Y | +284.7% | +35.0% | +249.7% | +245.5% |
| 5Y | +484.9% | +204.2% | +280.6% | +300.3% |
| 10Y | +980.8% | +52.5% | +928.4% | +688.7% |
| All | +1,395.9% | +135.1% | +1,260.8% | +524.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling