+26.5%
MCK vs IBKR
+8.5%
+18.0%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | 0.0% | +2.2% | +2.2% |
| 7D | +8.3% | +0.2% | +8.1% | +8.4% |
| 30D | +15.3% | -11.7% | +27.0% | +14.0% |
| 3M | +23.2% | -14.3% | +37.5% | +21.5% |
| 6M | +47.4% | -7.9% | +55.3% | +46.2% |
| YTD | +32.4% | +21.0% | +11.4% | +32.5% |
| 1Y | +26.5% | +9.5% | +16.9% | +25.2% |
| All | +26.5% | +8.5% | +18.0% | +25.2% |
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