-27.5%
IBIT vs NVMI
+53.9%
-81.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +5.5% | -7.9% | -3.8% |
| 7D | +3.0% | +6.6% | -3.6% | +1.3% |
| 30D | +23.1% | -7.5% | +30.6% | +25.1% |
| 3M | +25.6% | -28.5% | +54.1% | +34.9% |
| 6M | +9.1% | -15.7% | +24.9% | +8.5% |
| YTD | -8.9% | +13.3% | -22.2% | -21.1% |
| 1Y | -27.5% | +48.3% | -75.7% | -39.5% |
| All | -27.5% | +53.9% | -81.3% | -39.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI 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 NVMI 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