+285.6%
MRVL vs IBKR
+495.5%
-209.9%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +2.2% | +1.8% | +2.4% |
| 7D | +5.6% | -1.3% | +7.0% | +6.7% |
| 30D | +8.8% | -0.2% | +9.0% | +8.3% |
| 3M | -15.9% | +3.0% | -18.8% | -18.2% |
| 6M | +161.3% | +33.9% | +127.4% | +110.7% |
| YTD | +178.2% | +42.5% | +135.7% | +111.1% |
| 1Y | +255.3% | +44.9% | +210.4% | +164.5% |
| 3Y | +323.1% | +293.0% | +30.1% | +50.0% |
| All | +285.6% | +495.5% | -209.9% | -6.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling