-26.4%
NOW vs IBB
+37.5%
-63.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.7% | -2.1% | -1.7% |
| 7D | -3.0% | -1.8% | -1.2% | -1.7% |
| 30D | -26.0% | +5.1% | -31.1% | -29.0% |
| 3M | -13.1% | +10.7% | -23.8% | -20.6% |
| 6M | +14.5% | +22.9% | -8.4% | -4.8% |
| YTD | -33.4% | +26.7% | -60.1% | -46.6% |
| 1Y | -40.6% | +35.1% | -75.7% | -55.3% |
| 3Y | -16.3% | +80.2% | -96.5% | -55.0% |
| All | -26.4% | +37.5% | -63.8% | -40.4% |
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 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