+3,174.0%
MPC vs IBKR
+2,610.9%
+563.1%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.8% | +4.1% | +3.0% |
| 7D | +3.9% | +0.6% | +3.2% | +3.5% |
| 30D | +33.8% | +3.7% | +30.1% | +30.9% |
| 3M | +49.9% | +4.2% | +45.6% | +45.0% |
| 6M | +80.9% | +36.6% | +44.3% | +52.5% |
| YTD | +147.4% | +41.9% | +105.5% | +103.4% |
| 1Y | +123.2% | +49.5% | +73.7% | +77.1% |
| 3Y | +171.7% | +291.3% | -119.6% | +24.5% |
| 5Y | +678.6% | +492.7% | +185.9% | +171.8% |
| 10Y | +1,134.0% | +994.0% | +140.0% | +193.1% |
| All | +3,174.0% | +2,610.9% | +563.1% | +306.0% |
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 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