-25.1%
NOW vs IBB
+39.3%
-64.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.0% | +1.9% |
| 7D | +0.3% | -0.5% | +0.8% | +0.7% |
| 30D | -27.0% | +4.6% | -31.5% | -29.6% |
| 3M | -19.6% | +6.8% | -26.5% | -24.5% |
| 6M | +17.5% | +23.1% | -5.6% | -2.4% |
| YTD | -33.3% | +26.0% | -59.3% | -46.2% |
| 1Y | -39.8% | +30.4% | -70.2% | -53.2% |
| 3Y | -19.9% | +85.4% | -105.4% | -58.4% |
| All | -25.1% | +39.3% | -64.4% | -42.6% |
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