+96.4%
NI vs IBB
+20.0%
+76.4%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.2% | +3.4% | +1.7% |
| 7D | +2.3% | -1.7% | +4.0% | +2.7% |
| 30D | -1.7% | +4.9% | -6.5% | -3.0% |
| 3M | -8.0% | +24.2% | -32.2% | -13.1% |
| 6M | -8.6% | +23.8% | -32.5% | -13.8% |
| YTD | +2.3% | +23.0% | -20.6% | -3.4% |
| 1Y | +6.9% | +46.2% | -39.2% | -3.8% |
| 3Y | +70.6% | +64.8% | +5.7% | +46.9% |
| 5Y | +96.4% | +20.9% | +75.5% | +62.7% |
| All | +96.4% | +20.0% | +76.4% | +62.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling