+2.0%
IBKR vs NVMI
-14.5%
+16.5%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | -5.1% | -1.5% | -4.8% |
| 7D | -11.1% | -16.2% | +5.2% | -5.3% |
| 30D | -19.7% | -28.9% | +9.2% | -9.9% |
| 3M | -18.0% | -30.3% | +12.4% | -7.7% |
| 6M | -13.2% | -45.6% | +32.5% | +2.7% |
| YTD | +13.4% | -14.6% | +28.1% | +5.4% |
| 1Y | +2.0% | -18.1% | +20.1% | -3.4% |
| All | +2.0% | -14.5% | +16.5% | -3.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI 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 NVMI 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