+64.0%
IBIT vs NBIX
+19.4%
+44.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.9% | -2.3% | -1.6% |
| 7D | -5.8% | -1.1% | -4.6% | -5.5% |
| 30D | +21.5% | -3.3% | +24.9% | +22.4% |
| 3M | +24.5% | -2.7% | +27.2% | +25.0% |
| 6M | +10.0% | +20.6% | -10.6% | +4.6% |
| YTD | -12.0% | +10.4% | -22.4% | -14.8% |
| 1Y | -32.3% | +10.8% | -43.2% | -34.6% |
| All | +64.0% | +19.4% | +44.6% | +59.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NBIX.
Daily Out/Under-Performance
Portfolio return minus NBIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NBIX 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 NBIX 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