+1.2%
NOW vs IBKR
+480.3%
-479.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +1.0% | +0.4% |
| 7D | -9.9% | -3.8% | -6.1% | -8.5% |
| 30D | +2.8% | -0.3% | +3.2% | +2.6% |
| 3M | +23.7% | +4.8% | +18.9% | +19.6% |
| 6M | +12.5% | +30.8% | -18.3% | -0.9% |
| YTD | -14.4% | +39.5% | -53.8% | -27.4% |
| 1Y | -29.0% | +43.7% | -72.6% | -41.1% |
| 3Y | +9.3% | +284.7% | -275.4% | -46.6% |
| 5Y | +1.2% | +484.9% | -483.7% | -61.4% |
| All | +1.2% | +480.3% | -479.1% | -61.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling