+2,533.8%
MNST vs IBKR
+1,343.5%
+1,190.3%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.8% | +0.3% | -1.0% |
| 7D | -4.1% | +0.6% | -4.7% | -4.3% |
| 30D | -4.5% | +3.7% | -8.2% | -5.7% |
| 3M | -2.5% | +4.2% | -6.7% | -4.4% |
| 6M | +14.1% | +36.6% | -22.5% | +3.0% |
| YTD | +12.6% | +41.9% | -29.3% | -0.2% |
| 1Y | +36.9% | +49.5% | -12.6% | +18.5% |
| 3Y | +53.1% | +291.3% | -238.2% | -6.5% |
| 5Y | +78.2% | +492.7% | -414.4% | -8.1% |
| 10Y | +240.4% | +994.0% | -753.6% | +33.6% |
| All | +2,533.8% | +1,343.5% | +1,190.3% | +657.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling