+125.1%
NU vs IBB
+64.8%
+60.3%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.2% | +1.9% | +1.2% |
| 7D | +6.0% | -1.7% | +7.7% | +7.3% |
| 30D | +10.8% | +4.9% | +5.9% | +7.0% |
| 3M | +32.2% | +24.2% | +7.9% | +12.6% |
| 6M | +5.1% | +23.8% | -18.7% | -10.0% |
| YTD | -8.4% | +23.0% | -31.4% | -21.4% |
| 1Y | +0.7% | +46.2% | -45.4% | -23.5% |
| 3Y | +125.1% | +64.8% | +60.3% | +70.5% |
| All | +125.1% | +64.8% | +60.3% | +70.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling