-32.7%
IBIT vs NVO
-15.7%
-17.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.1% | +2.3% | +0.9% |
| 7D | -3.2% | -7.6% | +4.3% | -0.8% |
| 30D | +22.0% | -6.0% | +27.9% | +24.3% |
| 3M | +21.4% | -0.8% | +22.2% | +20.9% |
| 6M | +9.2% | +16.5% | -7.2% | +2.6% |
| YTD | -11.8% | -11.1% | -0.7% | -11.7% |
| 1Y | -32.7% | -16.7% | -16.0% | -27.1% |
| All | -32.7% | -15.7% | -17.0% | -27.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NVO.
Daily Out/Under-Performance
Portfolio return minus NVO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVO 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 NVO 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