-40.7%
NOW vs IBB
+38.4%
-79.1%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.8% | -2.0% | +0.4% |
| 7D | -3.1% | +2.7% | -5.8% | -3.3% |
| 30D | -27.0% | +6.3% | -33.4% | -27.6% |
| 3M | -17.7% | +11.1% | -28.8% | -19.0% |
| 6M | +12.7% | +29.2% | -16.5% | +11.0% |
| YTD | -32.9% | +30.2% | -63.1% | -34.5% |
| All | -40.7% | +38.4% | -79.1% | -42.2% |
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