-41.8%
NOW vs IBB
+30.0%
-71.8%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.2% | +0.1% | -1.7% |
| 7D | -1.7% | +1.6% | -3.3% | -1.9% |
| 30D | -27.4% | +6.7% | -34.1% | -27.9% |
| 3M | -19.4% | +6.3% | -25.8% | -20.3% |
| 6M | +13.1% | +23.9% | -10.8% | +12.1% |
| YTD | -34.3% | +26.6% | -60.9% | -35.7% |
| 1Y | -41.8% | +29.6% | -71.4% | -43.3% |
| All | -41.8% | +30.0% | -71.8% | -43.3% |
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