+990.2%
IBKR vs MTCH
+208.0%
+782.2%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MTCH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.4% | +0.8% | +1.9% |
| 7D | -1.3% | +1.3% | -2.6% | -1.6% |
| 30D | -0.2% | +15.9% | -16.1% | -3.3% |
| 3M | +3.0% | +23.3% | -20.3% | -1.7% |
| 6M | +33.9% | +40.1% | -6.3% | +24.5% |
| YTD | +42.5% | +33.6% | +8.9% | +33.6% |
| 1Y | +44.9% | +14.1% | +30.8% | +40.0% |
| 3Y | +293.0% | +1.4% | +291.6% | +278.5% |
| 5Y | +497.7% | -73.1% | +570.8% | +620.6% |
| All | +990.2% | +208.0% | +782.2% | +763.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MTCH.
Daily Out/Under-Performance
Portfolio return minus MTCH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTCH 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 MTCH 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