+2,490.2%
NVDL vs IBKR
+390.1%
+2,100.0%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.2% | -2.4% | -2.3% |
| 7D | -10.3% | -1.3% | -9.0% | -9.1% |
| 30D | -7.1% | -0.2% | -6.9% | -7.6% |
| 3M | +6.6% | +3.0% | +3.6% | +1.1% |
| 6M | +21.1% | +33.9% | -12.8% | -12.3% |
| YTD | +15.2% | +42.5% | -27.3% | -22.3% |
| 1Y | +18.8% | +44.9% | -26.1% | -21.1% |
| 3Y | +649.9% | +293.0% | +356.9% | +140.7% |
| All | +2,490.2% | +390.1% | +2,100.0% | +528.9% |
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 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