+1,022.8%
NBIS vs IBKR
+147.7%
+875.1%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.2% | -3.7% | -3.9% |
| 7D | -0.8% | -1.3% | +0.5% | +0.4% |
| 30D | -13.4% | -0.2% | -13.1% | -13.9% |
| 3M | +1.0% | +3.0% | -1.9% | -2.4% |
| 6M | +100.5% | +33.9% | +66.6% | +46.7% |
| YTD | +168.3% | +42.5% | +125.8% | +86.0% |
| 1Y | +151.8% | +44.9% | +106.9% | +72.7% |
| All | +1,022.8% | +147.7% | +875.1% | +453.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling