+4.1%
MDLZ vs IBKR
+45.1%
-41.0%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.3% |
| 7D | -1.7% | -3.3% | +1.5% | -2.0% |
| 30D | -2.1% | +4.5% | -6.6% | -1.4% |
| 3M | +1.3% | +6.5% | -5.2% | +2.0% |
| 6M | +6.2% | +34.2% | -28.0% | +7.9% |
| YTD | +15.8% | +44.5% | -28.7% | +18.2% |
| 1Y | +4.1% | +44.7% | -40.6% | +7.3% |
| All | +4.1% | +45.1% | -41.0% | +7.3% |
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 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