+2.0%
IBKR vs MOH
+43.5%
-41.5%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | -4.3% | -2.3% | -6.7% |
| 7D | -11.1% | +8.9% | -19.9% | -10.7% |
| 30D | -19.7% | +11.0% | -30.7% | -19.3% |
| 3M | -18.0% | +11.0% | -29.0% | -17.5% |
| 6M | -13.2% | +12.7% | -25.9% | -12.2% |
| YTD | +13.4% | +24.8% | -11.4% | +14.9% |
| 1Y | +2.0% | +44.7% | -42.7% | -0.5% |
| All | +2.0% | +43.5% | -41.5% | -0.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MOH.
Daily Out/Under-Performance
Portfolio return minus MOH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOH 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 MOH 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