+990.2%
IBKR vs MDY
+177.2%
+813.0%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.8% | +1.4% | +1.4% |
| 7D | -1.3% | -1.9% | +0.5% | +0.4% |
| 30D | -0.2% | -4.6% | +4.4% | +4.5% |
| 3M | +3.0% | -1.2% | +4.2% | +4.3% |
| 6M | +33.9% | +9.2% | +24.6% | +23.8% |
| YTD | +42.5% | +13.1% | +29.4% | +28.3% |
| 1Y | +44.9% | +13.0% | +31.9% | +30.9% |
| 3Y | +293.0% | +49.2% | +243.8% | +176.3% |
| 5Y | +497.7% | +47.2% | +450.4% | +323.1% |
| All | +990.2% | +177.2% | +813.0% | +320.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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