-40.6%
NOW vs IBB
+35.8%
-76.4%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.7% | -2.1% | -0.6% |
| 7D | -3.0% | -1.8% | -1.2% | -2.6% |
| 30D | -26.0% | +5.1% | -31.1% | -26.4% |
| 3M | -13.1% | +10.7% | -23.8% | -14.3% |
| 6M | +14.5% | +22.9% | -8.4% | +13.7% |
| YTD | -33.4% | +26.7% | -60.1% | -34.7% |
| 1Y | -40.6% | +35.1% | -75.7% | -42.0% |
| All | -40.6% | +35.8% | -76.4% | -42.0% |
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