+20.6%
NXPI vs IBKR
+495.5%
-474.9%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +2.2% | +2.3% | +3.5% |
| 7D | +3.9% | -1.3% | +5.2% | +4.5% |
| 30D | +1.4% | -0.2% | +1.6% | +1.1% |
| 3M | -21.5% | +3.0% | -24.5% | -23.0% |
| 6M | +19.4% | +33.9% | -14.5% | +2.8% |
| YTD | +9.9% | +42.5% | -32.6% | -8.8% |
| 1Y | +7.9% | +44.9% | -37.0% | -11.7% |
| 3Y | +22.7% | +293.0% | -270.3% | -41.6% |
| All | +20.6% | +495.5% | -474.9% | -56.7% |
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