+1,131.4%
MPC vs IBKR
+1,011.6%
+119.8%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.2% | -1.3% | 0.0% |
| 7D | +1.8% | -1.3% | +3.2% | +2.3% |
| 30D | +14.0% | -0.2% | +14.2% | +13.4% |
| 3M | +52.2% | +3.0% | +49.3% | +48.4% |
| 6M | +75.8% | +33.9% | +41.9% | +51.0% |
| YTD | +146.3% | +42.5% | +103.8% | +104.3% |
| 1Y | +120.8% | +44.9% | +75.9% | +80.0% |
| 3Y | +172.6% | +293.0% | -120.4% | +27.2% |
| 5Y | +678.2% | +497.7% | +180.6% | +174.4% |
| All | +1,131.4% | +1,011.6% | +119.8% | +204.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling