+293.0%
IBKR vs MUB
+7.9%
+285.1%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.4% | +1.7% | +2.2% |
| 7D | -1.3% | -0.8% | -0.5% | -1.5% |
| 30D | -0.2% | -2.4% | +2.2% | -0.6% |
| 3M | +3.0% | -2.8% | +5.8% | +2.4% |
| 6M | +33.9% | -2.2% | +36.1% | +33.0% |
| YTD | +42.5% | -1.6% | +44.1% | +42.4% |
| 1Y | +44.9% | 0.0% | +44.8% | +46.9% |
| 3Y | +293.0% | +7.9% | +285.1% | +303.2% |
| All | +293.0% | +7.9% | +285.1% | +303.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling