-30.0%
IBIT vs NVMI
+2.8%
-32.8%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -3.0% | -0.5% | -2.8% |
| 7D | -9.2% | +1.5% | -10.7% | -9.5% |
| 30D | -15.8% | -4.1% | -11.7% | -15.1% |
| 3M | +8.5% | -22.8% | +31.3% | +14.4% |
| 6M | -13.7% | -36.9% | +23.2% | -6.3% |
| YTD | -21.6% | -3.2% | -18.4% | -31.9% |
| 1Y | -30.0% | +7.1% | -37.0% | -43.4% |
| All | -30.0% | +2.8% | -32.8% | -43.4% |
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