+31.9%
NXPI vs IBKR
+10.3%
+21.6%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.5% | +0.3% | +0.6% |
| 7D | +5.3% | -6.8% | +12.1% | +8.1% |
| 30D | +9.5% | -12.5% | +22.1% | +15.2% |
| 3M | +12.0% | -12.0% | +24.1% | +16.9% |
| 6M | -8.1% | -4.5% | -3.6% | -6.2% |
| YTD | +23.7% | +21.5% | +2.2% | +13.8% |
| 1Y | +31.9% | +10.6% | +21.3% | +26.5% |
| All | +31.9% | +10.3% | +21.6% | +26.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling