-30.2%
NVD vs IBB
+42.2%
-72.4%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +2.6% | +3.8% | +7.9% |
| 7D | +15.0% | +2.2% | +12.8% | +16.3% |
| 30D | +39.3% | +6.3% | +32.9% | +44.0% |
| 3M | +3.1% | +16.3% | -13.2% | +13.4% |
| 6M | -19.0% | +30.0% | -49.0% | -1.1% |
| YTD | -35.5% | +31.1% | -66.7% | -18.9% |
| 1Y | -30.2% | +42.0% | -72.2% | -14.9% |
| All | -30.2% | +42.2% | -72.4% | -14.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling