-34.6%
MP vs IBKR
+10.3%
-44.9%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +0.5% | -5.6% | -5.5% |
| 7D | -12.5% | -6.8% | -5.8% | -7.4% |
| 30D | -23.3% | -12.5% | -10.8% | -14.2% |
| 3M | -24.4% | -12.0% | -12.3% | -16.5% |
| 6M | -45.8% | -4.5% | -41.2% | -44.7% |
| YTD | -28.9% | +21.5% | -50.4% | -44.1% |
| 1Y | -34.6% | +10.6% | -45.2% | -42.6% |
| All | -34.6% | +10.3% | -44.9% | -42.6% |
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