+45.3%
MO vs IBKR
+10.3%
+35.0%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.5% | +0.8% | +1.5% |
| 7D | +6.9% | -6.8% | +13.7% | +5.3% |
| 30D | +14.9% | -12.5% | +27.5% | +11.8% |
| 3M | +16.4% | -12.0% | +28.5% | +13.7% |
| 6M | +9.6% | -4.5% | +14.1% | +8.6% |
| YTD | +41.8% | +21.5% | +20.4% | +42.7% |
| 1Y | +45.3% | +10.6% | +34.7% | +46.4% |
| All | +45.3% | +10.3% | +35.0% | +46.4% |
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