+135.4%
NOK vs IBB
+44.3%
+91.1%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.9% | +1.9% | +1.3% |
| 7D | +9.3% | -3.9% | +13.2% | +10.6% |
| 30D | +17.9% | +2.7% | +15.1% | +16.4% |
| 3M | -22.3% | +21.4% | -43.7% | -28.8% |
| 6M | +36.4% | +20.1% | +16.3% | +25.4% |
| YTD | +66.3% | +21.9% | +44.4% | +51.8% |
| All | +135.4% | +44.3% | +91.1% | +96.9% |
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