+504.6%
NOW vs IBB
+139.6%
+365.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.8% | -2.0% | -1.5% |
| 7D | -3.1% | +2.7% | -5.8% | -5.2% |
| 30D | -27.0% | +6.3% | -33.4% | -30.9% |
| 3M | -17.7% | +11.1% | -28.8% | -25.5% |
| 6M | +12.7% | +29.2% | -16.5% | -11.2% |
| YTD | -32.9% | +30.2% | -63.1% | -48.0% |
| 1Y | -40.4% | +39.5% | -79.9% | -56.7% |
| 3Y | -17.1% | +92.3% | -109.4% | -56.7% |
| 5Y | -25.7% | +43.0% | -68.6% | -48.1% |
| 10Y | +504.6% | +137.1% | +367.5% | +171.4% |
| All | +504.6% | +139.6% | +365.0% | +171.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling