+50.5%
MP vs IBKR
+480.3%
-429.8%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -1.0% | -4.5% | -4.9% |
| 7D | -4.6% | -3.8% | -0.8% | -2.4% |
| 30D | -7.1% | -0.3% | -6.8% | -7.1% |
| 3M | -4.0% | +4.8% | -8.8% | -6.6% |
| 6M | -16.7% | +30.8% | -47.5% | -28.4% |
| YTD | +1.6% | +39.5% | -37.9% | -15.6% |
| 1Y | -17.8% | +43.7% | -61.5% | -33.1% |
| 3Y | +139.6% | +284.7% | -145.1% | -1.6% |
| 5Y | +50.5% | +484.9% | -434.4% | -55.5% |
| All | +50.5% | +480.3% | -429.8% | -55.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling