+10.1%
NI vs IBB
+29.7%
-19.6%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +1.0% | +0.5% |
| 7D | +4.3% | -0.5% | +4.8% | +4.3% |
| 30D | +12.4% | +4.6% | +7.8% | +12.3% |
| 3M | +10.2% | +6.8% | +3.4% | +9.7% |
| 6M | -0.8% | +23.1% | -23.9% | -2.9% |
| YTD | +13.2% | +26.0% | -12.8% | +9.9% |
| 1Y | +10.1% | +30.4% | -20.3% | +5.2% |
| All | +10.1% | +29.7% | -19.6% | +5.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling