-66.3%
MARA vs IBKR
+495.5%
-561.8%
-95.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +2.2% | +2.6% | +2.4% |
| 7D | +5.9% | -1.3% | +7.3% | +7.5% |
| 30D | +24.3% | -0.2% | +24.5% | +24.6% |
| 3M | -12.0% | +3.0% | -14.9% | -14.8% |
| 6M | +40.1% | +33.9% | +6.3% | +1.3% |
| YTD | +33.4% | +42.5% | -9.1% | -8.8% |
| 1Y | -23.7% | +44.9% | -68.6% | -48.3% |
| 3Y | +19.0% | +293.0% | -274.0% | -75.8% |
| All | -66.3% | +495.5% | -561.8% | -96.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IBKR.
Daily Out/Under-Performance
Portfolio return minus IBKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBKR 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 5y: compounded portfolio wealth divided by compounded IBKR 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…
5y analysis · Full analysis span regression · 6 months rolling