+681.4%
NFLX vs IBKR
+1,011.6%
-330.2%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.2% | -0.4% | +1.1% |
| 7D | -1.1% | -1.3% | +0.3% | -0.6% |
| 30D | +4.3% | -0.2% | +4.5% | +4.0% |
| 3M | -4.8% | +3.0% | -7.7% | -6.6% |
| 6M | -18.4% | +33.9% | -52.3% | -27.6% |
| YTD | -17.4% | +42.5% | -60.0% | -29.1% |
| 1Y | -35.7% | +44.9% | -80.6% | -45.6% |
| 3Y | +73.8% | +293.0% | -219.2% | -3.7% |
| 5Y | +29.3% | +497.7% | -468.4% | -40.7% |
| All | +681.4% | +1,011.6% | -330.2% | +230.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling