+48.8%
IBKR vs MDLN
+4.5%
+44.2%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | -3.3% | +3.7% | -7.0% | -3.5% |
| 30D | +4.5% | -0.2% | +4.7% | +4.3% |
| 3M | +6.5% | +6.2% | +0.3% | +5.4% |
| 6M | +34.2% | -14.7% | +48.9% | +36.7% |
| YTD | +44.5% | -12.9% | +57.3% | +51.3% |
| All | +48.8% | +4.5% | +44.2% | +56.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MDLN.
Daily Out/Under-Performance
Portfolio return minus MDLN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDLN 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 MDLN 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