+1,025.4%
NI vs IBB
+566.2%
+459.2%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.7% | -2.4% | -1.2% |
| 7D | -0.9% | -1.8% | +0.9% | -0.4% |
| 30D | +9.6% | +5.1% | +4.6% | +7.7% |
| 3M | +2.5% | +10.7% | -8.3% | -1.4% |
| 6M | -5.8% | +22.9% | -28.7% | -12.6% |
| YTD | +8.6% | +26.7% | -18.1% | -0.6% |
| 1Y | +6.0% | +35.1% | -29.1% | -5.1% |
| 3Y | +91.0% | +80.2% | +10.8% | +53.7% |
| 5Y | +104.8% | +37.8% | +66.9% | +77.7% |
| 10Y | +176.7% | +161.2% | +15.5% | +85.9% |
| All | +1,025.4% | +566.2% | +459.2% | +310.9% |
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