+18.1%
MCHP vs IBKR
+45.1%
-27.0%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.4% | +1.8% | +1.6% |
| 7D | +1.7% | -3.3% | +5.0% | +3.2% |
| 30D | -4.1% | +4.5% | -8.5% | -6.4% |
| 3M | -22.5% | +6.5% | -29.0% | -24.4% |
| 6M | +7.3% | +34.2% | -26.9% | -5.5% |
| YTD | +18.4% | +44.5% | -26.1% | -0.6% |
| 1Y | +18.1% | +44.7% | -26.6% | +3.9% |
| All | +18.1% | +45.1% | -27.0% | +3.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling