+64.0%
IBIT vs NVO
-55.7%
+119.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.2% | -0.1% | -1.1% |
| 7D | -5.8% | -7.4% | +1.6% | -4.3% |
| 30D | +21.5% | -5.5% | +27.0% | +22.9% |
| 3M | +24.5% | +4.1% | +20.4% | +23.3% |
| 6M | +10.0% | +19.3% | -9.3% | +5.8% |
| YTD | -12.0% | -9.2% | -2.8% | -11.6% |
| 1Y | -32.3% | -15.0% | -17.3% | -31.3% |
| All | +64.0% | -55.7% | +119.7% | +88.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling