-98.7%
NVD vs IBB
+72.8%
-171.6%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +0.4% | -6.2% | -5.3% |
| 7D | +27.3% | -1.4% | +28.7% | +26.6% |
| 30D | +59.9% | +6.8% | +53.2% | +72.3% |
| 3M | +39.4% | +9.2% | +30.2% | +54.9% |
| 6M | +27.6% | +28.3% | -0.7% | +71.7% |
| YTD | -17.9% | +29.4% | -47.3% | +14.6% |
| 1Y | -14.5% | +33.2% | -47.6% | +24.0% |
| 3Y | -98.6% | +90.2% | -188.7% | -96.3% |
| All | -98.7% | +72.8% | -171.6% | -97.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling