-32.6%
MP vs IBKR
+13.3%
-45.9%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.6% | +2.9% | +3.0% |
| 7D | +9.5% | +7.9% | +1.6% | +2.5% |
| 30D | -3.0% | -2.8% | -0.2% | -0.9% |
| 3M | -30.4% | -10.5% | -19.9% | -24.3% |
| 6M | -39.2% | -3.7% | -35.5% | -38.4% |
| YTD | -23.3% | +27.6% | -50.8% | -44.3% |
| 1Y | -32.6% | +22.5% | -55.2% | -48.1% |
| All | -32.6% | +13.3% | -45.9% | -48.1% |
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