+3.0%
MCHP vs IBKR
+495.5%
-492.5%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.2% | +1.5% | +2.6% |
| 7D | 0.0% | -1.3% | +1.4% | +0.8% |
| 30D | -6.0% | -0.2% | -5.8% | -6.3% |
| 3M | -19.7% | +3.0% | -22.6% | -21.1% |
| 6M | +14.0% | +33.9% | -19.8% | -2.3% |
| YTD | +18.4% | +42.5% | -24.1% | -2.8% |
| 1Y | +17.1% | +44.9% | -27.8% | -5.0% |
| 3Y | +0.7% | +293.0% | -292.3% | -53.6% |
| All | +3.0% | +495.5% | -492.5% | -64.3% |
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