+719.8%
MU vs IBKR
+45.1%
+674.7%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.4% | +6.5% | +6.4% |
| 7D | +9.0% | -3.3% | +12.2% | +11.6% |
| 30D | +13.8% | +4.5% | +9.3% | +9.0% |
| 3M | +2.1% | +6.5% | -4.4% | -2.3% |
| 6M | +153.8% | +34.2% | +119.6% | +106.4% |
| YTD | +256.4% | +44.5% | +211.9% | +170.1% |
| 1Y | +719.8% | +44.7% | +675.1% | +558.3% |
| All | +719.8% | +45.1% | +674.7% | +558.3% |
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 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