+45.8%
MNST vs IBKR
+10.3%
+35.5%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.5% | +2.8% | +3.3% |
| 7D | +6.8% | -6.8% | +13.5% | +6.9% |
| 30D | +12.0% | -12.5% | +24.6% | +12.5% |
| 3M | +3.5% | -12.0% | +15.6% | +3.9% |
| 6M | +29.7% | -4.5% | +34.2% | +29.2% |
| YTD | +27.2% | +21.5% | +5.7% | +25.6% |
| 1Y | +45.8% | +10.6% | +35.2% | +44.0% |
| All | +45.8% | +10.3% | +35.5% | +44.0% |
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