+789.1%
NOW vs IBKR
+1,011.6%
-222.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.2% | -1.1% | +0.2% |
| 7D | -6.2% | -1.3% | -4.8% | -5.7% |
| 30D | +6.1% | -0.2% | +6.3% | +5.9% |
| 3M | +28.6% | +3.0% | +25.6% | +25.6% |
| 6M | +14.6% | +33.9% | -19.2% | +0.7% |
| YTD | -13.5% | +42.5% | -56.0% | -26.6% |
| 1Y | -29.4% | +44.9% | -74.2% | -41.0% |
| 3Y | +9.4% | +293.0% | -283.6% | -42.2% |
| 5Y | +2.3% | +497.7% | -495.4% | -55.7% |
| All | +789.1% | +1,011.6% | -222.5% | +214.6% |
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