+889.8%
NVDA vs IBKR
+495.5%
+394.3%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.2% | -2.2% | -1.3% |
| 7D | -5.1% | -1.3% | -3.8% | -4.4% |
| 30D | -2.5% | -0.2% | -2.3% | -2.8% |
| 3M | +6.7% | +3.0% | +3.7% | +3.2% |
| 6M | +17.6% | +33.9% | -16.2% | -4.2% |
| YTD | +17.3% | +42.5% | -25.2% | -9.0% |
| 1Y | +23.5% | +44.9% | -21.4% | -6.0% |
| 3Y | +384.6% | +293.0% | +91.6% | +82.2% |
| All | +889.8% | +495.5% | +394.3% | +160.9% |
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