+1,061.1%
NI vs IBB
+580.2%
+480.9%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.4% | +0.1% | +0.4% |
| 7D | +0.6% | -1.4% | +1.9% | +1.0% |
| 30D | +11.2% | +6.8% | +4.4% | +8.7% |
| 3M | +9.2% | +9.2% | -0.1% | +5.6% |
| 6M | -1.8% | +28.3% | -30.2% | -10.2% |
| YTD | +12.0% | +29.4% | -17.4% | +1.8% |
| 1Y | +6.4% | +33.2% | -26.7% | -4.2% |
| 3Y | +99.4% | +90.2% | +9.2% | +57.6% |
| 5Y | +113.1% | +44.0% | +69.1% | +82.3% |
| 10Y | +192.3% | +133.1% | +59.2% | +104.7% |
| All | +1,061.1% | +580.2% | +480.9% | +321.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling