+145.1%
NI vs IBB
+122.2%
+22.9%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.3% | -0.3% |
| 7D | +1.3% | -3.9% | +5.2% | +2.4% |
| 30D | -0.3% | +2.7% | -3.0% | -1.2% |
| 3M | -9.5% | +21.4% | -30.8% | -14.8% |
| 6M | -10.2% | +20.1% | -30.3% | -15.5% |
| YTD | +1.8% | +21.9% | -20.1% | -4.7% |
| 1Y | +5.7% | +44.1% | -38.5% | -6.1% |
| 3Y | +69.6% | +63.4% | +6.3% | +43.5% |
| 5Y | +95.8% | +19.8% | +76.0% | +80.2% |
| 10Y | +145.1% | +127.0% | +18.1% | +86.1% |
| All | +145.1% | +122.2% | +22.9% | +86.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 10y: compounded portfolio wealth divided by compounded IBB 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…
10y analysis · Full analysis span regression · 6 months rolling