+2,627.8%
NOW vs IBKR
+2,709.5%
-81.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -1.8% | -3.2% | -4.3% |
| 7D | -6.1% | +0.6% | -6.7% | -6.2% |
| 30D | +7.5% | +3.7% | +3.8% | +5.5% |
| 3M | +17.5% | +4.2% | +13.3% | +14.0% |
| 6M | +7.9% | +36.6% | -28.7% | -6.8% |
| YTD | -12.4% | +41.9% | -54.3% | -26.2% |
| 1Y | -28.6% | +49.5% | -78.1% | -41.7% |
| 3Y | +11.8% | +291.3% | -279.5% | -42.8% |
| 5Y | +2.6% | +492.7% | -490.0% | -57.4% |
| 10Y | +790.0% | +994.0% | -204.0% | +156.4% |
| All | +2,627.8% | +2,709.5% | -81.6% | +439.0% |
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