+3,106.3%
MPC vs IBKR
+2,212.2%
+894.2%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | -8.8% | +0.2% | -9.0% | -9.0% |
| 30D | -14.4% | -11.7% | -2.7% | -10.3% |
| 3M | +21.9% | -14.3% | +36.3% | +28.1% |
| 6M | +60.1% | -7.9% | +68.0% | +61.1% |
| YTD | +142.3% | +21.0% | +121.3% | +111.1% |
| 1Y | +101.7% | +9.5% | +92.2% | +83.1% |
| 3Y | +184.8% | +282.8% | -98.0% | +29.0% |
| 5Y | +564.6% | +335.2% | +229.4% | +168.8% |
| 10Y | +1,098.3% | +813.0% | +285.3% | +205.2% |
| All | +3,106.3% | +2,212.2% | +894.2% | +321.3% |
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