+81.7%
MDLZ vs IBKR
+1,011.6%
-929.9%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.2% | -2.2% | -0.3% |
| 7D | +1.9% | -1.3% | +3.2% | +2.0% |
| 30D | +0.4% | -0.2% | +0.6% | +0.3% |
| 3M | -0.6% | +3.0% | -3.6% | -1.3% |
| 6M | +14.7% | +33.9% | -19.1% | +10.3% |
| YTD | +18.0% | +42.5% | -24.5% | +12.3% |
| 1Y | +4.1% | +44.9% | -40.7% | -1.4% |
| 3Y | -4.6% | +293.0% | -297.6% | -24.7% |
| 5Y | +18.4% | +497.7% | -479.3% | -16.2% |
| All | +81.7% | +1,011.6% | -929.9% | +21.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling