+10.4%
MMM vs IBKR
+45.1%
-34.7%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.2% |
| 7D | -3.3% | -3.3% | 0.0% | -2.8% |
| 30D | -7.0% | +4.5% | -11.5% | -7.9% |
| 3M | +10.8% | +6.5% | +4.3% | +9.1% |
| 6M | +5.8% | +34.2% | -28.4% | -1.2% |
| YTD | +6.8% | +44.5% | -37.7% | -1.6% |
| 1Y | +10.4% | +44.7% | -34.3% | +1.2% |
| All | +10.4% | +45.1% | -34.7% | +1.2% |
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