+46.2%
IBIT vs NVO
-58.1%
+104.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +2.4% | -5.9% | -4.0% |
| 7D | -9.2% | +3.3% | -12.5% | -9.8% |
| 30D | -15.8% | +9.2% | -25.0% | -17.2% |
| 3M | +8.5% | -9.8% | +18.3% | +10.4% |
| 6M | -13.7% | -10.4% | -3.3% | -12.3% |
| YTD | -21.6% | -14.1% | -7.5% | -20.5% |
| 1Y | -30.0% | -11.1% | -18.9% | -29.4% |
| All | +46.2% | -58.1% | +104.3% | +69.1% |
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