+183.7%
NOK vs IBB
+64.8%
+118.8%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -2.2% | +8.3% | +7.1% |
| 7D | +7.3% | -1.7% | +8.9% | +7.9% |
| 30D | +13.8% | +4.9% | +8.9% | +11.0% |
| 3M | -27.0% | +24.2% | -51.2% | -34.3% |
| 6M | +37.6% | +23.8% | +13.8% | +23.5% |
| YTD | +64.6% | +23.0% | +41.7% | +48.2% |
| 1Y | +132.0% | +46.2% | +85.9% | +92.1% |
| 3Y | +183.7% | +64.8% | +118.8% | +111.9% |
| All | +183.7% | +64.8% | +118.8% | +111.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling