+323.1%
MRVL vs IBKR
+291.8%
+31.3%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +2.2% | +1.8% | +2.5% |
| 7D | +5.6% | -1.3% | +7.0% | +6.6% |
| 30D | +8.8% | -0.2% | +9.0% | +8.4% |
| 3M | -15.9% | +3.0% | -18.8% | -18.0% |
| 6M | +161.3% | +33.9% | +127.4% | +113.1% |
| YTD | +178.2% | +42.5% | +135.7% | +114.1% |
| 1Y | +255.3% | +44.9% | +210.4% | +168.3% |
| 3Y | +323.1% | +293.0% | +30.1% | +107.9% |
| All | +323.1% | +291.8% | +31.3% | +107.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling