-61.4%
NVD vs IBB
+51.5%
-112.8%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.5% | -1.9% |
| 7D | -11.1% | +1.4% | -12.5% | -10.3% |
| 30D | -13.3% | +10.5% | -23.7% | -7.5% |
| 3M | -19.8% | +23.6% | -43.5% | -5.5% |
| 6M | -48.8% | +22.6% | -71.4% | -38.4% |
| YTD | -49.7% | +25.7% | -75.3% | -38.4% |
| 1Y | -61.4% | +51.4% | -112.7% | -49.0% |
| All | -61.4% | +51.5% | -112.8% | -49.0% |
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