+21.3%
NOK vs IBB
+42.2%
-20.9%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +2.6% | -5.2% | -3.3% |
| 7D | -10.4% | +2.2% | -12.6% | -10.9% |
| 30D | -19.0% | +6.3% | -25.4% | -20.3% |
| 3M | -16.7% | +16.3% | -33.0% | -20.9% |
| 6M | -37.1% | +30.0% | -67.1% | -43.0% |
| YTD | +27.7% | +31.1% | -3.5% | +14.5% |
| 1Y | +21.3% | +42.0% | -20.7% | +1.9% |
| All | +21.3% | +42.2% | -20.9% | +1.9% |
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 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