+44.9%
IBKR vs MSFU
-19.1%
+64.0%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.1% | +1.0% | +2.0% |
| 7D | -1.3% | -1.8% | +0.4% | -1.1% |
| 30D | -0.2% | +0.5% | -0.7% | -0.4% |
| 3M | +3.0% | +51.9% | -48.9% | -4.8% |
| 6M | +33.9% | +35.0% | -1.1% | +24.3% |
| YTD | +42.5% | -9.0% | +51.5% | +35.1% |
| 1Y | +44.9% | -18.8% | +63.7% | +42.7% |
| All | +44.9% | -19.1% | +64.0% | +42.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 MSFU 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