+10.6%
IBKR vs MUB
+0.1%
+10.6%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.4% | +0.1% | -0.6% |
| 7D | -6.8% | +0.6% | -7.4% | -8.2% |
| 30D | -12.5% | +3.2% | -15.7% | -20.0% |
| 3M | -12.0% | -1.1% | -11.0% | -5.8% |
| 6M | -4.5% | -1.1% | -3.4% | +2.7% |
| YTD | +21.5% | -0.5% | +21.9% | +26.1% |
| 1Y | +10.6% | 0.0% | +10.7% | +14.1% |
| All | +10.6% | +0.1% | +10.6% | +14.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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