+118.0%
NOK vs IBB
+51.5%
+66.6%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.9% | +3.5% | +2.9% |
| 7D | -1.8% | +1.4% | -3.2% | -2.2% |
| 30D | +4.7% | +10.5% | -5.8% | +0.8% |
| 3M | -39.7% | +23.6% | -63.3% | -44.6% |
| 6M | +23.1% | +22.6% | +0.4% | +13.1% |
| YTD | +55.0% | +25.7% | +29.3% | +40.8% |
| 1Y | +118.0% | +51.4% | +66.7% | +84.4% |
| All | +118.0% | +51.5% | +66.6% | +84.4% |
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