+60.7%
NOK vs IBB
+39.3%
+21.4%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.4% | -2.1% | -2.3% |
| 7D | +5.4% | -0.5% | +5.9% | +5.7% |
| 30D | -14.1% | +4.6% | -18.7% | -15.8% |
| 3M | -23.6% | +6.8% | -30.4% | -26.6% |
| 6M | -45.1% | +23.1% | -68.2% | -51.7% |
| YTD | +24.7% | +26.0% | -1.3% | +7.8% |
| 1Y | +19.0% | +30.4% | -11.3% | +0.6% |
| 3Y | +147.0% | +85.4% | +61.6% | +62.7% |
| All | +60.7% | +39.3% | +21.4% | +21.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling