+23.0%
MMM vs IBKR
+10.3%
+12.7%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | +0.5% | +9.0% | +9.5% |
| 7D | +12.2% | -6.8% | +19.0% | +13.5% |
| 30D | +18.8% | -12.5% | +31.4% | +21.4% |
| 3M | +7.4% | -12.0% | +19.4% | +9.2% |
| 6M | +38.3% | -4.5% | +42.8% | +37.5% |
| YTD | +22.9% | +21.5% | +1.4% | +15.0% |
| 1Y | +23.0% | +10.6% | +12.4% | +17.5% |
| All | +23.0% | +10.3% | +12.7% | +17.5% |
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