+3,312.9%
MPC vs IBKR
+2,337.3%
+975.6%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.6% | -0.1% | +0.2% |
| 7D | +11.2% | +7.9% | +3.4% | +7.7% |
| 30D | -14.5% | -2.8% | -11.7% | -14.0% |
| 3M | +16.7% | -10.5% | +27.1% | +20.3% |
| 6M | +67.6% | -3.7% | +71.3% | +65.4% |
| YTD | +157.9% | +27.6% | +130.4% | +119.7% |
| 1Y | +116.7% | +22.5% | +94.1% | +87.4% |
| 3Y | +199.8% | +307.2% | -107.5% | +32.2% |
| 5Y | +604.4% | +357.7% | +246.8% | +178.9% |
| 10Y | +1,171.5% | +846.8% | +324.7% | +219.4% |
| All | +3,312.9% | +2,337.3% | +975.6% | +338.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling