+48.4%
NU vs IBB
+37.9%
+10.5%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.2% | +1.9% | +2.0% |
| 7D | +6.0% | -1.7% | +7.7% | +7.9% |
| 30D | +10.8% | +4.9% | +5.9% | +4.8% |
| 3M | +32.2% | +24.2% | +7.9% | +3.4% |
| 6M | +5.1% | +23.8% | -18.7% | -17.4% |
| YTD | -8.4% | +23.0% | -31.4% | -27.9% |
| 1Y | +0.7% | +46.2% | -45.4% | -35.3% |
| 3Y | +125.1% | +64.8% | +60.3% | +19.0% |
| All | +48.4% | +37.9% | +10.5% | -14.8% |
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