+223.9%
NXPI vs IBKR
+1,011.6%
-787.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +2.2% | +2.3% | +3.4% |
| 7D | +3.9% | -1.3% | +5.2% | +4.6% |
| 30D | +1.4% | -0.2% | +1.6% | +1.0% |
| 3M | -21.5% | +3.0% | -24.5% | -23.1% |
| 6M | +19.4% | +33.9% | -14.5% | +2.1% |
| YTD | +9.9% | +42.5% | -32.6% | -9.5% |
| 1Y | +7.9% | +44.9% | -37.0% | -12.4% |
| 3Y | +22.7% | +293.0% | -270.3% | -42.5% |
| 5Y | +22.1% | +497.7% | -475.6% | -55.4% |
| All | +223.9% | +1,011.6% | -787.7% | +9.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling