+84.8%
MRK vs IBKR
+45.1%
+39.7%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.4% | -1.0% | -1.3% |
| 7D | +1.3% | -3.3% | +4.6% | +1.2% |
| 30D | +17.1% | +4.5% | +12.7% | +17.5% |
| 3M | +25.9% | +6.5% | +19.4% | +26.2% |
| 6M | +26.8% | +34.2% | -7.4% | +26.7% |
| YTD | +44.9% | +44.5% | +0.5% | +44.5% |
| 1Y | +84.8% | +44.7% | +40.1% | +84.1% |
| All | +84.8% | +45.1% | +39.7% | +84.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling