-9.0%
NVD vs IBB
+29.7%
-38.6%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.4% | +4.3% | +3.6% |
| 7D | +28.6% | -0.5% | +29.2% | +28.1% |
| 30D | +73.6% | +4.6% | +69.1% | +78.5% |
| 3M | +70.1% | +6.8% | +63.3% | +77.6% |
| 6M | +53.6% | +23.1% | +30.5% | +81.7% |
| YTD | -7.0% | +26.0% | -33.0% | +15.2% |
| 1Y | -9.0% | +30.4% | -39.4% | +10.8% |
| All | -9.0% | +29.7% | -38.6% | +10.8% |
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 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