+189.0%
NI vs IBB
+130.8%
+58.2%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.1% | +1.6% | +0.8% |
| 7D | +1.5% | +0.8% | +0.7% | +1.2% |
| 30D | +11.9% | +5.2% | +6.7% | +10.1% |
| 3M | +9.1% | +8.6% | +0.5% | +6.1% |
| 6M | -1.8% | +27.8% | -29.6% | -9.4% |
| YTD | +11.4% | +28.8% | -17.4% | +2.2% |
| 1Y | +6.4% | +36.4% | -30.0% | -4.2% |
| 3Y | +98.2% | +89.3% | +8.9% | +58.9% |
| 5Y | +110.1% | +43.3% | +66.8% | +82.0% |
| 10Y | +189.0% | +130.6% | +58.3% | +109.4% |
| All | +189.0% | +130.8% | +58.2% | +109.4% |
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