+1,765.2%
IBKR vs MUB
+74.8%
+1,690.4%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.4% | +1.7% | +2.1% |
| 7D | -1.3% | -0.8% | -0.5% | -1.2% |
| 30D | -0.2% | -2.4% | +2.2% | +0.1% |
| 3M | +3.0% | -2.8% | +5.8% | +3.3% |
| 6M | +33.9% | -2.2% | +36.1% | +34.2% |
| YTD | +42.5% | -1.6% | +44.1% | +42.9% |
| 1Y | +44.9% | 0.0% | +44.8% | +45.0% |
| 3Y | +293.0% | +7.9% | +285.1% | +289.6% |
| 5Y | +497.7% | +1.2% | +496.4% | +498.8% |
| 10Y | +1,004.4% | +17.2% | +987.2% | +1,000.3% |
| All | +1,765.2% | +74.8% | +1,690.4% | +1,587.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling