+990.2%
IBKR vs MOH
+264.4%
+725.8%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.0% | +0.2% | +2.0% |
| 7D | -1.3% | +1.7% | -3.1% | -1.5% |
| 30D | -0.2% | -0.9% | +0.7% | -0.2% |
| 3M | +3.0% | +5.7% | -2.8% | +2.1% |
| 6M | +33.9% | +39.1% | -5.3% | +28.4% |
| YTD | +42.5% | +17.7% | +24.8% | +38.1% |
| 1Y | +44.9% | +8.4% | +36.5% | +41.1% |
| 3Y | +293.0% | -36.6% | +329.6% | +298.1% |
| 5Y | +497.7% | -19.1% | +516.7% | +467.6% |
| All | +990.2% | +264.4% | +725.8% | +710.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling