-26.0%
NOW vs IBB
+34.6%
-60.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -5.0% | -0.9% | -2.1% |
| 7D | -6.7% | -3.6% | -3.1% | -4.0% |
| 30D | -25.8% | +3.4% | -29.2% | -27.9% |
| 3M | -12.7% | +9.5% | -22.2% | -19.6% |
| 6M | +11.2% | +23.3% | -12.1% | -8.0% |
| YTD | -33.2% | +24.5% | -57.7% | -45.7% |
| 1Y | -41.8% | +32.9% | -74.7% | -55.6% |
| 3Y | -15.7% | +76.6% | -92.2% | -53.9% |
| 5Y | -26.0% | +35.5% | -61.5% | -40.2% |
| All | -26.0% | +34.6% | -60.6% | -40.2% |
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 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